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 | $102,065 | $91,037+12.1% | $71,671+42.4% | $147,584-30.8% |
| Participation rate | 94.1% | 76.1%+18.0pp | 68.7%+25.4pp | 82.8%+11.3pp |
| Annual return | 20.23% | 20.48%-0.2pp | 20.65%-0.4pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,055 | $3,327-68.3% | $2,460-57.1% | $4,876-78.4% |
| Participant deferral / active EE | $4,576 | $4,498+1.7% | $3,438+33.1% | $5,439-15.9% |
| Admin fee / account holder | $8,858 | $8,613+2.9% | $5,558+59.4% | $10,885-18.6% |