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 | $112,527 | $37,426+200.7% | $77,482+45.2% | $79,858+40.9% |
| Participation rate | 79.4% | 41.5%+37.9pp | 54.2%+25.2pp | 69.6%+9.8pp |
| Annual return | 19.16% | 39.70%-20.5pp | 54.79%-35.6pp | 31.71%-12.6pp |
| Employer contribution / active EE | $886 | $637+39.2% | $986-10.1% | $2,471-64.1% |
| Participant deferral / active EE | $2,944 | $1,260+133.6% | $1,861+58.2% | $3,740-21.3% |
| Admin fee / account holder | $32,071 | $2,504+1180.8% | $2,858+1022.3% | $5,306+504.4% |