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 | $149,926 | $49,922+200.3% | $80,569+86.1% | $75,163+99.5% |
| Participation rate | 80.8% | 55.3%+25.5pp | 67.0%+13.8pp | 67.2%+13.6pp |
| Annual return | 17.43% | 34.69%-17.3pp | 935.43%-918.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $605 | $1,698-64.4% | $2,723-77.8% | $2,670-77.4% |
| Participant deferral / active EE | $5,786 | $2,990+93.5% | $4,447+30.1% | $4,125+40.3% |
| Admin fee / account holder | $1,955 | $3,577-45.3% | $5,377-63.6% | $5,651-65.4% |