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 | $181,446 | $152,587+18.9% | $125,175+45.0% | $152,861+18.7% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.4%+10.9pp |
| Annual return | 15.53% | 54.84%-39.3pp | 43.79%-28.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $7,486 | $4,946+51.3% | $3,865+93.7% | $4,762+57.2% |
| Participant deferral / active EE | $9,957 | $5,868+69.7% | $4,937+101.7% | $5,850+70.2% |
| Admin fee / account holder | $17,601 | $13,434+31.0% | $9,702+81.4% | $11,596+51.8% |