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 | $178,847 | $108,919+64.2% | $100,391+78.2% | $145,922+22.6% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 18.34% | 57.88%-39.5pp | 49.20%-30.9pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,168 | $4,419-50.9% | $3,942-45.0% | $4,660-53.5% |
| Participant deferral / active EE | $5,037 | $8,445-40.4% | $8,082-37.7% | $6,688-24.7% |
| Admin fee / account holder | $879 | $9,689-90.9% | $7,899-88.9% | $13,397-93.4% |