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 | $160,887 | $51,576+211.9% | $129,207+24.5% | $80,856+99.0% |
| Participation rate | 83.8% | 57.0%+26.8pp | 69.6%+14.2pp | 67.6%+16.1pp |
| Annual return | 11.79% | 20.81%-9.0pp | 9417.33%-9405.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,305 | $1,584+45.6% | $4,153-44.5% | $2,755-16.3% |
| Participant deferral / active EE | $6,544 | $2,669+145.2% | $4,168+57.0% | $4,296+52.3% |
| Admin fee / account holder | $4,587 | $4,305+6.6% | $7,715-40.5% | $6,918-33.7% |