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 | $154,008 | $91,190+68.9% | $178,490-13.7% | $79,858+92.9% |
| Participation rate | 72.4% | 69.2%+3.2pp | 81.9%-9.5pp | 69.6%+2.8pp |
| Annual return | 12.15% | 24.19%-12.0pp | 151.07%-138.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,316 | $3,256-28.9% | $5,011-53.8% | $2,471-6.3% |
| Participant deferral / active EE | $4,993 | $3,236+54.3% | $5,202-4.0% | $3,740+33.5% |
| Admin fee / account holder | $13,991 | $6,751+107.2% | $13,984+0.1% | $5,306+163.7% |