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 | $176,192 | $105,859+66.4% | $90,160+95.4% | $147,584+19.4% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 13.94% | 37.63%-23.7pp | 34.88%-20.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,311 | $4,126-68.2% | $3,318-60.5% | $4,876-73.1% |
| Participant deferral / active EE | $2,092 | $5,733-63.5% | $5,288-60.4% | $5,439-61.5% |
| Admin fee / account holder | $2,107 | $8,046-73.8% | $5,943-64.5% | $10,885-80.6% |