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 | $101,673 | $34,308+196.4% | $74,701+36.1% | $72,985+39.3% |
| Participation rate | 75.6% | 42.4%+33.2pp | 54.5%+21.1pp | 69.5%+6.1pp |
| Annual return | 49.95% | 26.58%+23.4pp | 752.92%-703.0pp | 81.00%-31.1pp |
| Employer contribution / active EE | $1,425 | $692+106.0% | $1,084+31.5% | $2,440-41.6% |
| Participant deferral / active EE | $4,412 | $1,271+247.0% | $1,964+124.7% | $3,607+22.3% |
| Admin fee / account holder | $2,016 | $2,124-5.1% | $3,333-39.5% | $5,124-60.7% |