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 | $225,324 | $185,822+21.3% | $169,993+32.5% | $139,434+61.6% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 19.27% | 60.50%-41.2pp | 53.37%-34.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,349 | $7,590-69.1% | $6,785-65.4% | $4,751-50.6% |
| Participant deferral / active EE | $8,180 | $11,622-29.6% | $10,408-21.4% | $6,710+21.9% |
| Admin fee / account holder | $1,235 | $15,381-92.0% | $12,815-90.4% | $11,403-89.2% |