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 | $173,306 | $117,841+47.1% | $102,423+69.2% | $145,922+18.8% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 15.39% | 31.65%-16.3pp | 29.32%-13.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,252 | $3,615-37.7% | $3,023-25.5% | $4,660-51.7% |
| Participant deferral / active EE | $8,070 | $5,731+40.8% | $5,053+59.7% | $6,688+20.7% |
| Admin fee / account holder | $2,154 | $13,326-83.8% | $9,451-77.2% | $13,397-83.9% |