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 | $178,833 | $95,266+87.7% | $82,389+117.1% | $142,382+25.6% |
| Participation rate | 86.7% | 74.5%+12.2pp | 69.5%+17.1pp | 80.1%+6.5pp |
| Annual return | 17.53% | 25.74%-8.2pp | 28.67%-11.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $12,773 | $2,991+327.0% | $2,517+407.5% | $4,299+197.1% |
| Participant deferral / active EE | $8,625 | $4,809+79.4% | $4,155+107.6% | $6,507+32.5% |
| Admin fee / account holder | $12,466 | $8,563+45.6% | $7,231+72.4% | $12,624-1.3% |