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 | $150,118 | $82,032+83.0% | $123,104+21.9% | $59,632+151.7% |
| Participation rate | 83.6% | 83.2%+0.4pp | 86.8%-3.2pp | 68.7%+14.9pp |
| Annual return | 1.85% | 5.12%-3.3pp | 13.22%-11.4pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $11,656 | $3,297+253.6% | $5,151+126.3% | $2,203+429.2% |
| Participant deferral / active EE | $12,545 | $4,667+168.8% | $6,230+101.4% | $3,192+293.1% |
| Admin fee / account holder | $8,525 | $5,881+45.0% | $9,015-5.4% | $4,297+98.4% |