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 | $142,302 | $65,703+116.6% | $94,224+51.0% | $59,632+138.6% |
| Participation rate | 90.0% | 72.1%+17.9pp | 78.8%+11.2pp | 68.7%+21.3pp |
| Annual return | 0.49% | 5.22%-4.7pp | 10.68%-10.2pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $1,617 | $2,021-20.0% | $3,587-54.9% | $2,203-26.6% |
| Participant deferral / active EE | $3,984 | $3,143+26.8% | $4,320-7.8% | $3,192+24.8% |
| Admin fee / account holder | $7,568 | $4,264+77.5% | $6,269+20.7% | $4,297+76.1% |