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 | $182,169 | $85,022+114.3% | $70,515+158.3% | $139,434+30.6% |
| Participation rate | 87.5% | 73.9%+13.6pp | 68.3%+19.2pp | 80.3%+7.2pp |
| Annual return | 18.12% | 30.38%-12.3pp | 32.77%-14.7pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,503 | $3,909-36.0% | $2,973-15.8% | $4,751-47.3% |
| Participant deferral / active EE | $7,549 | $5,890+28.2% | $4,567+65.3% | $6,710+12.5% |
| Admin fee / account holder | $1,534 | $8,906-82.8% | $6,412-76.1% | $11,403-86.5% |