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 | $86,967 | $48,795+78.2% | $65,493+32.8% | $84,808+2.5% |
| Participation rate | 92.0% | 67.0%+25.0pp | 73.1%+18.9pp | 68.3%+23.7pp |
| Annual return | 13.85% | 20.20%-6.4pp | 982.45%-968.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,138 | $1,930-41.0% | $2,574-55.8% | $2,631-56.8% |
| Participant deferral / active EE | $2,321 | $2,928-20.8% | $3,961-41.4% | $4,212-44.9% |
| Admin fee / account holder | $9,608 | $3,877+147.8% | $5,028+91.1% | $7,344+30.8% |