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 | $165,284 | $102,966+60.5% | $90,281+83.1% | $152,861+8.1% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 22.95% | 95.16%-72.2pp | 78.10%-55.1pp | 345.32%-322.4pp |
| Employer contribution / active EE | $4,709 | $3,139+50.0% | $2,854+65.0% | $4,762-1.1% |
| Participant deferral / active EE | $7,512 | $4,281+75.4% | $3,885+93.3% | $5,850+28.4% |
| Admin fee / account holder | $3,909 | $6,171-36.6% | $5,351-26.9% | $11,596-66.3% |