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 | $189,593 | $127,065+49.2% | $113,168+67.5% | $142,382+33.2% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 28.77% | 24.03%+4.7pp | 24.27%+4.5pp | 217.08%-188.3pp |
| Employer contribution / active EE | $2,627 | $3,442-23.7% | $2,975-11.7% | $4,299-38.9% |
| Participant deferral / active EE | $8,617 | $5,716+50.8% | $5,107+68.7% | $6,507+32.4% |
| Admin fee / account holder | $7,667 | $15,736-51.3% | $12,068-36.5% | $12,624-39.3% |