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 | $136,123 | $83,477+63.1% | $125,175+8.7% | $72,985+86.5% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.5%+26.5pp |
| Annual return | 20.92% | 25.78%-4.9pp | 43.79%-22.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,012 | $2,345-56.9% | $3,865-73.8% | $2,440-58.5% |
| Participant deferral / active EE | $2,065 | $3,585-42.4% | $4,937-58.2% | $3,607-42.8% |
| Admin fee / account holder | $2,756 | $5,517-50.1% | $9,702-71.6% | $5,124-46.2% |