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 | $115,690 | $117,859-1.8% | $102,438+12.9% | $145,959-20.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 16.29% | 31.72%-15.4pp | 29.37%-13.1pp | 561.95%-545.7pp |
| Employer contribution / active EE | $1,898 | $3,615-47.5% | $3,024-37.2% | $4,661-59.3% |
| Participant deferral / active EE | $12,595 | $5,732+119.7% | $5,054+149.2% | $6,689+88.3% |
| Admin fee / account holder | $2,024 | $13,318-84.8% | $9,448-78.6% | $13,398-84.9% |