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 | $163,188 | $108,912+49.8% | $100,383+62.6% | $145,959+11.8% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 15.61% | 57.96%-42.4pp | 49.26%-33.7pp | 561.95%-546.3pp |
| Employer contribution / active EE | $4,249 | $4,423-3.9% | $3,944+7.7% | $4,661-8.8% |
| Participant deferral / active EE | $13,912 | $8,451+64.6% | $8,086+72.1% | $6,689+108.0% |
| Admin fee / account holder | $4,177 | $9,690-56.9% | $7,900-47.1% | $13,398-68.8% |