See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,527 | $95,266+73.8% | $82,389+100.9% | $142,382+16.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 13.57% | 25.74%-12.2pp | 28.67%-15.1pp | 217.08%-203.5pp |
| Employer contribution / active EE | $11,486 | $2,991+284.0% | $2,517+356.3% | $4,299+167.2% |
| Participant deferral / active EE | $24,036 | $4,809+399.8% | $4,155+478.5% | $6,507+269.4% |
| Admin fee / account holder | $37,022 | $8,563+332.3% | $7,231+412.0% | $12,624+193.3% |