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 | $178,199 | $144,119+23.6% | $117,854+51.2% | $147,584+20.7% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 19.76% | 531.15%-511.4pp | 335.08%-315.3pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,971 | $4,896-39.3% | $3,786-21.5% | $4,876-39.1% |
| Participant deferral / active EE | $10,108 | $5,316+90.1% | $4,482+125.5% | $5,439+85.8% |
| Admin fee / account holder | $3,312 | $10,886-69.6% | $8,020-58.7% | $10,885-69.6% |