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 | $179,312 | $96,484+85.8% | $75,886+136.3% | $152,861+17.3% |
| Participation rate | 77.8% | 76.2%+1.6pp | 69.3%+8.5pp | 82.4%-4.7pp |
| Annual return | 18.58% | 33.98%-15.4pp | 30.76%-12.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $2,576 | $3,309-22.2% | $2,500+3.0% | $4,762-45.9% |
| Participant deferral / active EE | $5,488 | $4,553+20.5% | $3,603+52.3% | $5,850-6.2% |
| Admin fee / account holder | $32,923 | $8,078+307.6% | $5,418+507.6% | $11,596+183.9% |