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 | $78,057 | $63,861+22.2% | $104,607-25.4% | $79,858-2.3% |
| Participation rate | 84.6% | 64.9%+19.7pp | 74.1%+10.5pp | 69.6%+15.0pp |
| Annual return | 11.38% | 21.30%-9.9pp | 340.46%-329.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,142 | $1,588-28.1% | $2,681-57.4% | $2,471-53.8% |
| Participant deferral / active EE | $5,892 | $2,693+118.7% | $3,740+57.6% | $3,740+57.5% |
| Admin fee / account holder | $951 | $4,185-77.3% | $6,473-85.3% | $5,306-82.1% |