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 | $168,711 | $98,750+70.8% | $149,696+12.7% | $79,858+111.3% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 25.22% | 27.43%-2.2pp | 276.60%-251.4pp | 31.71%-6.5pp |
| Employer contribution / active EE | $964 | $3,216-70.0% | $4,644-79.2% | $2,471-61.0% |
| Participant deferral / active EE | $6,006 | $5,680+5.7% | $6,842-12.2% | $3,740+60.6% |
| Admin fee / account holder | $7,845 | $6,053+29.6% | $9,309-15.7% | $5,306+47.8% |