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 | $155,998 | $111,754+39.6% | $103,333+51.0% | $145,922+6.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.73% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,407 | $4,212-42.9% | $3,868-37.8% | $4,660-48.3% |
| Participant deferral / active EE | $9,129 | $5,619+62.5% | $5,057+80.5% | $6,688+36.5% |
| Admin fee / account holder | $1,078 | $9,750-88.9% | $8,355-87.1% | $13,397-92.0% |