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 | $105,679 | $85,202+24.0% | $172,739-38.8% | $72,985+44.8% |
| Participation rate | 97.9% | 70.1%+27.9pp | 82.6%+15.3pp | 69.5%+28.4pp |
| Annual return | 23.06% | 27.32%-4.3pp | 802.84%-779.8pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,091 | $3,324-37.1% | $5,143-59.3% | $2,440-14.3% |
| Participant deferral / active EE | $3,702 | $3,260+13.5% | $5,198-28.8% | $3,607+2.6% |
| Admin fee / account holder | $1,468 | $5,884-75.0% | $13,954-89.5% | $5,124-71.3% |