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 | $142,065 | $52,279+171.7% | $89,391+58.9% | $79,858+77.9% |
| Participation rate | 71.4% | 57.5%+13.9pp | 68.0%+3.5pp | 69.6%+1.8pp |
| Annual return | 12.41% | 22.16%-9.8pp | 245.62%-233.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $512 | $1,572-67.4% | $2,586-80.2% | $2,471-79.3% |
| Participant deferral / active EE | $3,183 | $2,740+16.2% | $3,890-18.2% | $3,740-14.9% |
| Admin fee / account holder | $2,790 | $3,356-16.9% | $4,881-42.8% | $5,306-47.4% |