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 | $194,460 | $162,781+19.5% | $133,956+45.2% | $158,922+22.4% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 16.33% | 41.94%-25.6pp | 45.09%-28.8pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,449 | $4,975-50.8% | $3,919-37.5% | $4,761-48.6% |
| Participant deferral / active EE | $10,181 | $5,911+72.2% | $5,048+101.7% | $5,982+70.2% |
| Admin fee / account holder | $27,809 | $11,736+136.9% | $8,927+211.5% | $11,246+147.3% |