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 | $121,447 | $78,422+54.9% | $95,952+26.6% | $79,858+52.1% |
| Participation rate | 97.6% | 73.5%+24.1pp | 77.1%+20.5pp | 69.6%+28.0pp |
| Annual return | 17.96% | 19.37%-1.4pp | 91.61%-73.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $808 | $1,945-58.4% | $2,541-68.2% | $2,471-67.3% |
| Participant deferral / active EE | $6,030 | $3,440+75.3% | $4,167+44.7% | $3,740+61.2% |
| Admin fee / account holder | $4,869 | $5,622-13.4% | $6,795-28.4% | $5,306-8.2% |