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 | $169,587 | $88,707+91.2% | $74,183+128.6% | $273,961-38.1% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | 7.40% | 11.94%-4.5pp | 17.74%-10.3pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,952 | $3,159-38.2% | $2,370-17.6% | $4,869-59.9% |
| Participant deferral / active EE | $7,610 | $4,212+80.7% | $3,550+114.4% | $5,287+43.9% |
| Admin fee / account holder | $17,097 | $8,717+96.1% | $5,586+206.1% | $10,132+68.7% |