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 | $168,640 | $111,754+50.9% | $103,333+63.2% | $145,922+15.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 22.63% | 24.77%-2.1pp | 24.88%-2.2pp | 561.29%-538.7pp |
| Employer contribution / active EE | $1,704 | $4,212-59.5% | $3,868-55.9% | $4,660-63.4% |
| Participant deferral / active EE | $12,620 | $5,619+124.6% | $5,057+149.5% | $6,688+88.7% |
| Admin fee / account holder | $2,416 | $9,750-75.2% | $8,355-71.1% | $13,397-82.0% |