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 | $152,601 | $58,512+160.8% | $84,015+81.6% | $72,985+109.1% |
| Participation rate | 96.7% | 61.2%+35.4pp | 69.0%+27.7pp | 69.5%+27.2pp |
| Annual return | 26.02% | 28.93%-2.9pp | 71.31%-45.3pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,863 | $1,163+60.2% | $1,983-6.1% | $2,440-23.6% |
| Participant deferral / active EE | $3,968 | $2,394+65.8% | $3,239+22.5% | $3,607+10.0% |
| Admin fee / account holder | $1,230 | $4,569-73.1% | $6,101-79.8% | $5,124-76.0% |