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 | $195,150 | $152,587+27.9% | $125,175+55.9% | $152,861+27.7% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 23.14% | 54.84%-31.7pp | 43.79%-20.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,789 | $4,946-63.8% | $3,865-53.7% | $4,762-62.4% |
| Participant deferral / active EE | $8,704 | $5,868+48.3% | $4,937+76.3% | $5,850+48.8% |
| Admin fee / account holder | $884 | $13,434-93.4% | $9,702-90.9% | $11,596-92.4% |