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 | $124,965 | $56,053+122.9% | $75,972+64.5% | $80,856+54.6% |
| Participation rate | 72.2% | 62.0%+10.2pp | 69.1%+3.2pp | 67.6%+4.6pp |
| Annual return | 10.85% | 20.53%-9.7pp | 359.55%-348.7pp | 35.59%-24.7pp |
| Employer contribution / active EE | $945 | $1,874-49.6% | $2,685-64.8% | $2,755-65.7% |
| Participant deferral / active EE | $4,904 | $3,052+60.7% | $4,255+15.2% | $4,296+14.2% |
| Admin fee / account holder | $6,409 | $5,234+22.5% | $6,467-0.9% | $6,918-7.4% |