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 | $81,264 | $51,175+58.8% | $70,515+15.2% | $75,163+8.1% |
| Participation rate | 70.2% | 60.9%+9.2pp | 68.3%+1.8pp | 67.2%+3.0pp |
| Annual return | 15.26% | 30.02%-14.8pp | 32.77%-17.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,503 | $1,826-17.7% | $2,973-49.4% | $2,670-43.7% |
| Participant deferral / active EE | $5,896 | $2,849+106.9% | $4,567+29.1% | $4,125+42.9% |
| Admin fee / account holder | $1,958 | $4,091-52.1% | $6,412-69.5% | $5,651-65.4% |