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 | $184,503 | $71,050+159.7% | $93,606+97.1% | $80,856+128.2% |
| Participation rate | 95.1% | 60.4%+34.7pp | 68.7%+26.4pp | 67.6%+27.5pp |
| Annual return | 12.97% | 11.26%+1.7pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,182 | $1,564-24.4% | $2,420-51.1% | $2,755-57.1% |
| Participant deferral / active EE | $8,849 | $4,034+119.4% | $4,411+100.6% | $4,296+106.0% |
| Admin fee / account holder | $13,636 | $6,945+96.3% | $8,285+64.6% | $6,918+97.1% |