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 | $212,659 | $74,927+183.8% | $101,794+108.9% | $84,808+150.8% |
| Participation rate | 88.6% | 61.4%+27.2pp | 69.2%+19.5pp | 68.3%+20.3pp |
| Annual return | 13.38% | 18.70%-5.3pp | 30.53%-17.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,179 | $1,522-22.5% | $2,289-48.5% | $2,631-55.2% |
| Participant deferral / active EE | $2,497 | $3,099-19.4% | $4,084-38.9% | $4,212-40.7% |
| Admin fee / account holder | $19,473 | $6,514+199.0% | $8,777+121.9% | $7,344+165.2% |