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 | $182,116 | $117,983+54.4% | $101,794+78.9% | $142,382+27.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 13.99% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,325 | $2,773-52.2% | $2,289-42.1% | $4,299-69.2% |
| Participant deferral / active EE | $3,586 | $4,714-23.9% | $4,084-12.2% | $6,507-44.9% |
| Admin fee / account holder | $15,025 | $10,433+44.0% | $8,777+71.2% | $12,624+19.0% |