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 | $134,099 | $69,207+93.8% | $64,056+109.3% | $139,434-3.8% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 18.34% | 45.88%-27.5pp | 33.69%-15.3pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,278 | $3,182-59.9% | $2,747-53.5% | $4,751-73.1% |
| Participant deferral / active EE | $3,681 | $4,682-21.4% | $3,880-5.1% | $6,710-45.1% |
| Admin fee / account holder | $3,178 | $4,244-25.1% | $3,068+3.6% | $11,403-72.1% |