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 | $174,028 | $98,240+77.1% | $82,313+111.4% | $147,584+17.9% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 16.13% | 30.85%-14.7pp | 25.88%-9.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,054 | $3,192-35.6% | $2,428-15.4% | $4,876-57.9% |
| Participant deferral / active EE | $5,758 | $4,383+31.4% | $3,706+55.4% | $5,439+5.9% |
| Admin fee / account holder | $29,225 | $8,563+241.3% | $5,608+421.1% | $10,885+168.5% |