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 | $144,226 | $80,717+78.7% | $154,803-6.8% | $84,808+70.1% |
| Participation rate | 94.8% | 66.8%+28.0pp | 78.1%+16.8pp | 68.3%+26.5pp |
| Annual return | 18.12% | 37.96%-19.8pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,303 | $2,761-16.6% | $4,305-46.5% | $2,631-12.5% |
| Participant deferral / active EE | $10,812 | $3,303+227.3% | $5,540+95.1% | $4,212+156.7% |
| Admin fee / account holder | $5,454 | $6,746-19.2% | $14,329-61.9% | $7,344-25.7% |