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 | $127,046 | $54,705+132.2% | $71,209+78.4% | $84,808+49.8% |
| Participation rate | 97.8% | 64.1%+33.8pp | 73.8%+24.1pp | 68.3%+29.5pp |
| Annual return | 13.69% | 35.90%-22.2pp | 282.51%-268.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,813 | $2,158+30.4% | $2,721+3.4% | $2,631+6.9% |
| Participant deferral / active EE | $5,403 | $3,030+78.3% | $4,175+29.4% | $4,212+28.3% |
| Admin fee / account holder | $7,067 | $4,863+45.3% | $5,349+32.1% | $7,344-3.8% |