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 | $101,924 | $65,082+56.6% | $81,367+25.3% | $59,632+70.9% |
| Participation rate | 93.3% | 76.0%+17.4pp | 82.3%+11.0pp | 68.7%+24.7pp |
| Annual return | -2.30% | 1.16%-3.5pp | -0.92%-1.4pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $4,110 | $2,934+40.1% | $3,930+4.6% | $2,203+86.6% |
| Participant deferral / active EE | $5,989 | $4,083+46.7% | $5,383+11.2% | $3,192+87.6% |
| Admin fee / account holder | $4,475 | $7,582-41.0% | $8,926-49.9% | $4,297+4.1% |