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 | $162,659 | $81,248+100.2% | $155,509+4.6% | $80,856+101.2% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 12.20% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,093 | $3,100-32.5% | $4,672-55.2% | $2,755-24.0% |
| Participant deferral / active EE | $5,627 | $3,452+63.0% | $5,6260% | $4,296+31.0% |
| Admin fee / account holder | $4,967 | $7,997-37.9% | $15,912-68.8% | $6,918-28.2% |