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 | $168,534 | $117,841+43.0% | $102,423+64.5% | $145,922+15.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 10.08% | 31.65%-21.6pp | 29.32%-19.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,386 | $3,615-34.0% | $3,023-21.1% | $4,660-48.8% |
| Participant deferral / active EE | $6,811 | $5,731+18.9% | $5,053+34.8% | $6,688+1.8% |
| Admin fee / account holder | $563 | $13,326-95.8% | $9,451-94.0% | $13,397-95.8% |