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 | $171,876 | $93,571+83.7% | $135,903+26.5% | $75,163+128.7% |
| Participation rate | 87.0% | 75.2%+11.8pp | 81.9%+5.0pp | 67.2%+19.8pp |
| Annual return | 20.37% | 30.90%-10.5pp | 68.23%-47.9pp | 160.62%-140.2pp |
| Employer contribution / active EE | $4,347 | $3,537+22.9% | $4,856-10.5% | $2,670+62.8% |
| Participant deferral / active EE | $9,482 | $6,404+48.1% | $7,758+22.2% | $4,125+129.9% |
| Admin fee / account holder | $12,630 | $6,975+81.1% | $10,762+17.4% | $5,651+123.5% |