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 | $102,035 | $39,019+161.5% | $80,716+26.4% | $85,850+18.9% |
| Participation rate | 76.7% | 41.5%+35.1pp | 54.2%+22.5pp | 69.3%+7.4pp |
| Annual return | 16.41% | 26.27%-9.9pp | 87.28%-70.9pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,039 | $722+43.9% | $1,160-10.5% | $2,565-59.5% |
| Participant deferral / active EE | $2,771 | $1,326+109.0% | $2,146+29.1% | $3,952-29.9% |
| Admin fee / account holder | $52,652 | $2,431+2066.0% | $3,380+1457.8% | $6,260+741.1% |