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 | $174,921 | $117,841+48.4% | $102,423+70.8% | $145,922+19.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 11.78% | 31.65%-19.9pp | 29.32%-17.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $8,625 | $3,615+138.6% | $3,023+185.3% | $4,660+85.1% |
| Participant deferral / active EE | $4,799 | $5,731-16.3% | $5,053-5.0% | $6,688-28.2% |
| Admin fee / account holder | $44,054 | $13,326+230.6% | $9,451+366.1% | $13,397+228.8% |