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 | $195,098 | $71,050+174.6% | $93,606+108.4% | $80,856+141.3% |
| Participation rate | 88.0% | 60.4%+27.6pp | 68.7%+19.3pp | 67.6%+20.4pp |
| Annual return | 14.85% | 11.26%+3.6pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $748 | $1,564-52.1% | $2,420-69.1% | $2,755-72.8% |
| Participant deferral / active EE | $3,159 | $4,034-21.7% | $4,411-28.4% | $4,296-26.5% |
| Admin fee / account holder | $12,559 | $6,945+80.8% | $8,285+51.6% | $6,918+81.5% |