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 | $93,243 | $49,922+86.8% | $80,569+15.7% | $75,163+24.1% |
| Participation rate | 76.7% | 55.3%+21.4pp | 67.0%+9.7pp | 67.2%+9.5pp |
| Annual return | 17.66% | 34.69%-17.0pp | 935.43%-917.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,523 | $1,698-10.3% | $2,723-44.1% | $2,670-42.9% |
| Participant deferral / active EE | $5,229 | $2,990+74.8% | $4,447+17.6% | $4,125+26.8% |
| Admin fee / account holder | $2,126 | $3,577-40.6% | $5,377-60.5% | $5,651-62.4% |