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 | $154,145 | $98,240+56.9% | $82,313+87.3% | $147,584+4.4% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.4pp | 82.8%+10.5pp |
| Annual return | 21.40% | 30.85%-9.5pp | 25.88%-4.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $788 | $3,192-75.3% | $2,428-67.6% | $4,876-83.8% |
| Participant deferral / active EE | $5,404 | $4,383+23.3% | $3,706+45.8% | $5,439-0.6% |
| Admin fee / account holder | $21,235 | $8,563+148.0% | $5,608+278.7% | $10,885+95.1% |