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 | $189,041 | $124,281+52.1% | $109,143+73.2% | $167,490+12.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 19.07% | 26.04%-7.0pp | 25.75%-6.7pp | 478.56%-459.5pp |
| Employer contribution / active EE | $6,666 | $4,207+58.4% | $3,722+79.1% | $4,837+37.8% |
| Participant deferral / active EE | $5,603 | $5,255+6.6% | $4,653+20.4% | $6,341-11.6% |
| Admin fee / account holder | $1,315 | $7,970-83.5% | $6,752-80.5% | $12,309-89.3% |