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 | $176,744 | $105,859+67.0% | $90,160+96.0% | $147,584+19.8% |
| Participation rate | 91.3% | 79.7%+11.6pp | 76.9%+14.4pp | 82.8%+8.5pp |
| Annual return | 17.26% | 37.63%-20.4pp | 34.88%-17.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $4,738 | $4,126+14.8% | $3,318+42.8% | $4,876-2.8% |
| Participant deferral / active EE | $10,370 | $5,733+80.9% | $5,288+96.1% | $5,439+90.7% |
| Admin fee / account holder | $11,638 | $8,046+44.6% | $5,943+95.8% | $10,885+6.9% |