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 | $160,615 | $99,877+60.8% | $84,966+89.0% | $145,922+10.1% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 27.18% | 83.76%-56.6pp | 66.38%-39.2pp | 561.29%-534.1pp |
| Employer contribution / active EE | $2,164 | $3,231-33.0% | $2,727-20.6% | $4,660-53.5% |
| Participant deferral / active EE | $3,990 | $5,291-24.6% | $4,519-11.7% | $6,688-40.3% |
| Admin fee / account holder | $3,246 | $7,248-55.2% | $6,149-47.2% | $13,397-75.8% |