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 | $168,349 | $117,841+42.9% | $102,423+64.4% | $145,922+15.4% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 9.82% | 31.65%-21.8pp | 29.32%-19.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $4,056 | $3,615+12.2% | $3,023+34.1% | $4,660-13.0% |
| Participant deferral / active EE | $6,914 | $5,731+20.6% | $5,053+36.8% | $6,688+3.4% |
| Admin fee / account holder | $601 | $13,326-95.5% | $9,451-93.6% | $13,397-95.5% |