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 | $188,148 | $77,899+141.5% | $149,673+25.7% | $75,163+150.3% |
| Participation rate | 76.0% | 65.6%+10.4pp | 78.8%-2.8pp | 67.2%+8.8pp |
| Annual return | 13.57% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,102 | $3,137-64.9% | $4,818-77.1% | $2,670-58.7% |
| Participant deferral / active EE | $6,981 | $3,411+104.7% | $5,680+22.9% | $4,125+69.2% |
| Admin fee / account holder | $26,452 | $5,956+344.1% | $13,210+100.2% | $5,651+368.1% |