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 | $111,140 | $58,828+88.9% | $77,999+42.5% | $62,891+76.7% |
| Participation rate | 84.6% | 71.1%+13.6pp | 75.5%+9.1pp | 69.3%+15.3pp |
| Annual return | 9.59% | 17.16%-7.6pp | 425.96%-416.4pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,313 | $1,672-21.4% | $2,470-46.8% | $2,281-42.4% |
| Participant deferral / active EE | $5,890 | $2,686+119.3% | $3,497+68.4% | $3,203+83.9% |
| Admin fee / account holder | $1,500 | $4,393-65.9% | $5,480-72.6% | $4,296-65.1% |