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 | $124,424 | $70,428+76.7% | $96,562+28.9% | $85,850+44.9% |
| Participation rate | 97.1% | 61.8%+35.3pp | 69.8%+27.2pp | 69.3%+27.7pp |
| Annual return | 14.25% | 18.59%-4.3pp | 37.78%-23.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,035 | $1,413-26.8% | $2,356-56.1% | $2,565-59.7% |
| Participant deferral / active EE | $6,947 | $2,894+140.1% | $3,849+80.5% | $3,952+75.8% |
| Admin fee / account holder | $2,152 | $4,997-56.9% | $6,181-65.2% | $6,260-65.6% |