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 | $245,687 | $201,272+22.1% | $184,203+33.4% | $145,922+68.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 22.15% | 29.00%-6.9pp | 28.81%-6.7pp | 561.29%-539.1pp |
| Employer contribution / active EE | $1,472 | $7,022-79.0% | $6,427-77.1% | $4,660-68.4% |
| Participant deferral / active EE | $9,008 | $9,806-8.1% | $9,131-1.3% | $6,688+34.7% |
| Admin fee / account holder | $1,523 | $16,364-90.7% | $13,901-89.0% | $13,397-88.6% |