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 | $199,088 | $117,859+68.9% | $102,438+94.3% | $145,959+36.4% |
| Participation rate | 95.5% | 78.6%+16.9pp | 76.5%+19.0pp | 80.3%+15.2pp |
| Annual return | 13.21% | 31.72%-18.5pp | 29.37%-16.2pp | 561.95%-548.7pp |
| Employer contribution / active EE | $25,171 | $3,615+596.3% | $3,024+732.5% | $4,661+440.1% |
| Participant deferral / active EE | $6,332 | $5,732+10.5% | $5,054+25.3% | $6,689-5.3% |
| Admin fee / account holder | $3,700 | $13,318-72.2% | $9,448-60.8% | $13,398-72.4% |