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 | $95,139 | $51,638+84.2% | $68,368+39.2% | $82,448+15.4% |
| Participation rate | 71.1% | 63.6%+7.4pp | 73.8%-2.7pp | 68.1%+3.0pp |
| Annual return | 13.48% | 37.53%-24.1pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,027 | $2,047-49.8% | $2,649-61.2% | $2,551-59.7% |
| Participant deferral / active EE | $4,393 | $2,914+50.8% | $4,123+6.6% | $4,139+6.1% |
| Admin fee / account holder | $6,309 | $4,643+35.9% | $5,150+22.5% | $7,234-12.8% |