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 | $184,335 | $99,877+84.6% | $84,966+117.0% | $145,922+26.3% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.4pp | 80.3%+12.6pp |
| Annual return | 12.05% | 83.76%-71.7pp | 66.38%-54.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,513 | $3,231-22.2% | $2,727-7.8% | $4,660-46.1% |
| Participant deferral / active EE | $6,507 | $5,291+23.0% | $4,519+44.0% | $6,688-2.7% |
| Admin fee / account holder | $921 | $7,248-87.3% | $6,149-85.0% | $13,397-93.1% |