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 | $92,151 | $37,426+146.2% | $77,482+18.9% | $79,858+15.4% |
| Participation rate | 79.1% | 41.5%+37.6pp | 54.2%+24.9pp | 69.6%+9.4pp |
| Annual return | 18.26% | 39.70%-21.4pp | 54.79%-36.5pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,703 | $637+324.6% | $986+174.0% | $2,471+9.4% |
| Participant deferral / active EE | $5,885 | $1,260+367.1% | $1,861+216.2% | $3,740+57.3% |
| Admin fee / account holder | $9,541 | $2,504+281.1% | $2,858+233.9% | $5,306+79.8% |