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 | $175,388 | $105,931+65.6% | $81,930+114.1% | $158,922+10.4% |
| Participation rate | 89.5% | 75.6%+13.9pp | 72.0%+17.5pp | 82.0%+7.5pp |
| Annual return | 14.42% | 38.17%-23.8pp | 29.49%-15.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,718 | $7,800-78.0% | $4,310-60.1% | $4,761-63.9% |
| Participant deferral / active EE | $7,362 | $13,003-43.4% | $7,107+3.6% | $5,982+23.1% |
| Admin fee / account holder | $1,142 | $8,489-86.5% | $5,158-77.9% | $11,246-89.8% |