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 | $86,051 | $51,638+66.6% | $68,368+25.9% | $82,448+4.4% |
| Participation rate | 86.1% | 63.6%+22.5pp | 73.8%+12.4pp | 68.1%+18.0pp |
| Annual return | 16.94% | 37.53%-20.6pp | 292.57%-275.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,609 | $2,047+27.5% | $2,649-1.5% | $2,551+2.3% |
| Participant deferral / active EE | $11,460 | $2,914+293.3% | $4,123+178.0% | $4,139+176.9% |
| Admin fee / account holder | $2,314 | $4,643-50.2% | $5,150-55.1% | $7,234-68.0% |