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 | $196,432 | $117,983+66.5% | $101,794+93.0% | $142,382+38.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 11.36% | 36.92%-25.6pp | 30.53%-19.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $4,500 | $2,773+62.3% | $2,289+96.6% | $4,299+4.7% |
| Participant deferral / active EE | $3,750 | $4,714-20.4% | $4,084-8.2% | $6,507-42.4% |
| Admin fee / account holder | $2,641 | $10,433-74.7% | $8,777-69.9% | $12,624-79.1% |