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 | $152,438 | $110,257+38.3% | $96,544+57.9% | $139,434+9.3% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 19.53% | 26.32%-6.8pp | 25.84%-6.3pp | 372.94%-353.4pp |
| Employer contribution / active EE | $7,043 | $3,620+94.6% | $2,965+137.5% | $4,751+48.2% |
| Participant deferral / active EE | $3,771 | $5,548-32.0% | $4,851-22.3% | $6,710-43.8% |
| Admin fee / account holder | $2,675 | $11,591-76.9% | $8,252-67.6% | $11,403-76.5% |