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 | $98,091 | $63,861+53.6% | $104,607-6.2% | $79,858+22.8% |
| Participation rate | 95.0% | 64.9%+30.1pp | 74.1%+20.9pp | 69.6%+25.4pp |
| Annual return | 14.12% | 21.30%-7.2pp | 340.46%-326.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $769 | $1,588-51.6% | $2,681-71.3% | $2,471-68.9% |
| Participant deferral / active EE | $7,783 | $2,693+188.9% | $3,740+108.1% | $3,740+108.1% |
| Admin fee / account holder | $5,804 | $4,185+38.7% | $6,473-10.3% | $5,306+9.4% |