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 | $88,672+67.9% | $105,223+41.5% | $82,448+80.6% |
| Participation rate | 71.4% | 67.9%+3.5pp | 75.0%-3.6pp | 68.1%+3.4pp |
| Annual return | 15.60% | 30.86%-15.3pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $5,062 | $3,048+66.1% | $3,689+37.2% | $2,551+98.4% |
| Participant deferral / active EE | $10,578 | $4,036+162.1% | $5,072+108.6% | $4,139+155.6% |
| Admin fee / account holder | $11,393 | $7,146+59.4% | $8,859+28.6% | $7,234+57.5% |