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 | $160,438 | $89,753+78.8% | $107,525+49.2% | $84,808+89.2% |
| Participation rate | 90.0% | 68.1%+21.9pp | 75.1%+14.9pp | 68.3%+21.7pp |
| Annual return | 13.54% | 29.48%-15.9pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,634 | $3,113+48.8% | $3,754+23.5% | $2,631+76.1% |
| Participant deferral / active EE | $2,994 | $4,056-26.2% | $5,116-41.5% | $4,212-28.9% |
| Admin fee / account holder | $2,312 | $7,222-68.0% | $8,919-74.1% | $7,344-68.5% |