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 | $161,914 | $70,428+129.9% | $96,562+67.7% | $85,850+88.6% |
| Participation rate | 72.5% | 61.8%+10.7pp | 69.8%+2.7pp | 69.3%+3.2pp |
| Annual return | 13.11% | 18.59%-5.5pp | 37.78%-24.7pp | 318.53%-305.4pp |
| Employer contribution / active EE | $542 | $1,413-61.6% | $2,356-77.0% | $2,565-78.9% |
| Participant deferral / active EE | $4,458 | $2,894+54.1% | $3,849+15.8% | $3,952+12.8% |
| Admin fee / account holder | $7,049 | $4,997+41.1% | $6,181+14.0% | $6,260+12.6% |