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 | $165,682 | $85,022+94.9% | $70,515+135.0% | $139,434+18.8% |
| Participation rate | 93.3% | 73.9%+19.4pp | 68.3%+25.0pp | 80.3%+13.0pp |
| Annual return | 18.24% | 30.38%-12.1pp | 32.77%-14.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,077 | $3,909+4.3% | $2,973+37.1% | $4,751-14.2% |
| Participant deferral / active EE | $9,853 | $5,890+67.3% | $4,567+115.8% | $6,710+46.8% |
| Admin fee / account holder | $10,054 | $8,906+12.9% | $6,412+56.8% | $11,403-11.8% |