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 | $138,417 | $101,618+36.2% | $93,063+48.7% | $137,256+0.8% |
| Participation rate | 91.7% | 74.9%+16.7pp | 72.1%+19.6pp | 80.0%+11.7pp |
| Annual return | 14.89% | 223.95%-209.1pp | 34.15%-19.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,021 | $2,707-25.3% | $2,476-18.4% | $4,156-51.4% |
| Participant deferral / active EE | $8,807 | $4,279+105.8% | $3,958+122.5% | $6,407+37.5% |
| Admin fee / account holder | $372 | $6,198-94.0% | $6,033-93.8% | $12,270-97.0% |