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 | $124,616 | $108,172+15.2% | $77,482+60.8% | $158,922-21.6% |
| Participation rate | 70.6% | 64.4%+6.2pp | 54.2%+16.4pp | 82.0%-11.4pp |
| Annual return | 32.82% | 31.67%+1.1pp | 54.79%-22.0pp | 302.83%-270.0pp |
| Employer contribution / active EE | $1,291 | $1,325-2.5% | $986+30.9% | $4,761-72.9% |
| Participant deferral / active EE | $5,989 | $2,456+143.9% | $1,861+221.8% | $5,982+0.1% |
| Admin fee / account holder | $13,808 | $3,708+272.4% | $2,858+383.2% | $11,246+22.8% |