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 | $178,650 | $117,841+51.6% | $102,423+74.4% | $145,922+22.4% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 18.98% | 31.65%-12.7pp | 29.32%-10.3pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,325 | $3,615-63.3% | $3,023-56.2% | $4,660-71.6% |
| Participant deferral / active EE | $3,415 | $5,731-40.4% | $5,053-32.4% | $6,688-48.9% |
| Admin fee / account holder | $11,113 | $13,326-16.6% | $9,451+17.6% | $13,397-17.0% |