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 | $113,108 | $81,208+39.3% | $98,907+14.4% | $79,858+41.6% |
| Participation rate | 71.4% | 72.5%-1.1pp | 76.0%-4.6pp | 69.6%+1.8pp |
| Annual return | 13.63% | 60.99%-47.4pp | 196.43%-182.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $857 | $1,960-56.3% | $2,689-68.1% | $2,471-65.3% |
| Participant deferral / active EE | $2,418 | $3,265-26.0% | $4,244-43.0% | $3,740-35.4% |
| Admin fee / account holder | $1,591 | $6,013-73.5% | $6,642-76.0% | $5,306-70.0% |