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 | $111,563 | $45,152+147.1% | $73,843+51.1% | $59,632+87.1% |
| Participation rate | 90.5% | 64.0%+26.5pp | 73.4%+17.0pp | 68.7%+21.8pp |
| Annual return | 2.43% | 27.40%-25.0pp | 2267.84%-2265.4pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $2,111 | $1,902+11.0% | $2,787-24.3% | $2,203-4.2% |
| Participant deferral / active EE | $6,361 | $2,574+147.1% | $3,583+77.5% | $3,192+99.3% |
| Admin fee / account holder | $377 | $3,516-89.3% | $4,880-92.3% | $4,297-91.2% |