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 | $153,927 | $104,664+47.1% | $85,682+79.6% | $167,490-8.1% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 19.72% | 21.45%-1.7pp | 21.49%-1.8pp | 478.56%-458.8pp |
| Employer contribution / active EE | $2,337 | $3,337-30.0% | $2,618-10.7% | $4,837-51.7% |
| Participant deferral / active EE | $4,674 | $4,824-3.1% | $3,923+19.2% | $6,341-26.3% |
| Admin fee / account holder | $2,897 | $10,032-71.1% | $6,873-57.9% | $12,309-76.5% |