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 | $94,222 | $81,632+15.4% | $70,449+33.7% | $158,922-40.7% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 11.65% | 208.40%-196.8pp | 109.03%-97.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,345 | $3,217-58.2% | $2,737-50.9% | $4,761-71.8% |
| Participant deferral / active EE | $5,280 | $4,554+15.9% | $3,709+42.4% | $5,982-11.7% |
| Admin fee / account holder | $373 | $6,193-94.0% | $3,845-90.3% | $11,246-96.7% |