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 | $183,147 | $124,319+47.3% | $111,297+64.6% | $167,490+9.3% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 13.69% | 37.44%-23.7pp | 54.65%-41.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $9,091 | $3,435+164.6% | $2,731+232.9% | $4,837+87.9% |
| Participant deferral / active EE | $2,424 | $5,180-53.2% | $4,487-46.0% | $6,341-61.8% |
| Admin fee / account holder | $2,451 | $10,618-76.9% | $7,964-69.2% | $12,309-80.1% |