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 | $140,279 | $52,884+165.3% | $84,750+65.5% | $55,167+154.3% |
| Participation rate | 74.3% | 67.5%+6.8pp | 76.6%-2.3pp | 69.0%+5.3pp |
| Annual return | 7.03% | 18.03%-11.0pp | 22.78%-15.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,936 | $2,233+31.4% | $3,574-17.9% | $1,963+49.6% |
| Participant deferral / active EE | $8,252 | $2,644+212.1% | $3,712+122.3% | $3,054+170.2% |
| Admin fee / account holder | $6,488 | $581+1017.3% | $5,332+21.7% | $504+1187.6% |