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 | $162,242 | $92,222+75.9% | $76,768+111.3% | $135,375+19.8% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | 9.09% | 5.46%+3.6pp | 2.43%+6.7pp | 519.73%-510.6pp |
| Employer contribution / active EE | $1,278 | $3,216-60.3% | $2,485-48.6% | $4,779-73.3% |
| Participant deferral / active EE | $9,738 | $4,509+116.0% | $3,852+152.8% | $5,609+73.6% |
| Admin fee / account holder | $7,859 | $10,748-26.9% | $6,675+17.7% | $10,827-27.4% |