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 | $174,251 | $209,411-16.8% | $178,490-2.4% | $158,922+9.6% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 20.85% | 188.75%-167.9pp | 151.07%-130.2pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,502 | $5,706-38.6% | $5,011-30.1% | $4,761-26.5% |
| Participant deferral / active EE | $10,011 | $5,954+68.1% | $5,202+92.5% | $5,982+67.3% |
| Admin fee / account holder | $20,260 | $17,074+18.7% | $13,984+44.9% | $11,246+80.2% |