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 | $98,486 | $48,570+102.8% | $130,648-24.6% | $72,985+34.9% |
| Participation rate | 80.0% | 58.6%+21.4pp | 71.7%+8.3pp | 69.5%+10.5pp |
| Annual return | 22.91% | 38.63%-15.7pp | 1708.96%-1686.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,869 | $1,334+40.1% | $4,092-54.3% | $2,440-23.4% |
| Participant deferral / active EE | $6,171 | $2,384+158.9% | $3,603+71.3% | $3,607+71.1% |
| Admin fee / account holder | $2,276 | $3,549-35.9% | $5,464-58.4% | $5,124-55.6% |