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 | $173,415 | $85,766+102.2% | $136,294+27.2% | $70,131+147.3% |
| Participation rate | 74.1% | 74.2%-0.1pp | 81.9%-7.8pp | 69.5%+4.5pp |
| Annual return | 16.39% | 31.45%-15.1pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,728 | $2,966-41.8% | $4,695-63.2% | $2,342-26.2% |
| Participant deferral / active EE | $5,021 | $5,051-0.6% | $6,247-19.6% | $3,332+50.7% |
| Admin fee / account holder | $47,015 | $5,420+767.4% | $9,243+408.6% | $4,645+912.1% |