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 | $189,560 | $107,334+76.6% | $92,893+104.1% | $152,861+24.0% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 17.84% | 145.58%-127.7pp | 109.41%-91.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,092 | $4,221-50.4% | $3,653-42.7% | $4,762-56.1% |
| Participant deferral / active EE | $12,016 | $4,845+148.0% | $4,236+183.7% | $5,850+105.4% |
| Admin fee / account holder | $30,041 | $7,079+324.3% | $5,794+418.5% | $11,596+159.1% |