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 | $203,369 | $135,952+49.6% | $123,892+64.2% | $273,961-25.8% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 10.43% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $18,182 | $5,170+251.7% | $4,617+293.8% | $4,869+273.4% |
| Participant deferral / active EE | $14,298 | $6,343+125.4% | $5,984+138.9% | $5,287+170.4% |
| Admin fee / account holder | $11,720 | $9,817+19.4% | $8,357+40.2% | $10,132+15.7% |