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 | $158,375 | $71,050+122.9% | $93,606+69.2% | $80,856+95.9% |
| Participation rate | 70.0% | 60.4%+9.6pp | 68.7%+1.3pp | 67.6%+2.4pp |
| Annual return | 14.63% | 11.26%+3.4pp | 133.20%-118.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $658 | $1,564-57.9% | $2,420-72.8% | $2,755-76.1% |
| Participant deferral / active EE | $5,318 | $4,034+31.8% | $4,411+20.5% | $4,296+23.8% |
| Admin fee / account holder | $11,892 | $6,945+71.2% | $8,285+43.5% | $6,918+71.9% |