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 | $201,746 | $117,983+71.0% | $101,794+98.2% | $142,382+41.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 11.07% | 36.92%-25.8pp | 30.53%-19.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,059 | $2,773-61.8% | $2,289-53.7% | $4,299-75.4% |
| Participant deferral / active EE | $11,476 | $4,714+143.5% | $4,084+181.0% | $6,507+76.4% |
| Admin fee / account holder | $13,110 | $10,433+25.7% | $8,777+49.4% | $12,624+3.9% |