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 | $109,222 | $51,638+111.5% | $68,368+59.8% | $82,448+32.5% |
| Participation rate | 80.0% | 63.6%+16.4pp | 73.8%+6.2pp | 68.1%+11.9pp |
| Annual return | 13.56% | 37.53%-24.0pp | 292.57%-279.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,110 | $2,047-45.8% | $2,649-58.1% | $2,551-56.5% |
| Participant deferral / active EE | $3,898 | $2,914+33.8% | $4,123-5.5% | $4,139-5.8% |
| Admin fee / account holder | $16,882 | $4,643+263.6% | $5,150+227.8% | $7,234+133.4% |