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 5-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 | $148,893 | $89,753+65.9% | $107,525+38.5% | $84,808+75.6% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 15.60% | 29.48%-13.9pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,062 | $3,113+62.6% | $3,754+34.9% | $2,631+92.4% |
| Participant deferral / active EE | $10,578 | $4,056+160.8% | $5,116+106.8% | $4,212+151.2% |
| Admin fee / account holder | $11,393 | $7,222+57.7% | $8,919+27.7% | $7,344+55.1% |