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 | $229,243 | $111,754+105.1% | $103,333+121.8% | $145,922+57.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 15.55% | 24.77%-9.2pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,933 | $4,212-54.1% | $3,868-50.0% | $4,660-58.5% |
| Participant deferral / active EE | $8,411 | $5,619+49.7% | $5,057+66.3% | $6,688+25.8% |
| Admin fee / account holder | $1,914 | $9,750-80.4% | $8,355-77.1% | $13,397-85.7% |