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 | $100,826 | $43,723+130.6% | $121,196-16.8% | $64,186+57.1% |
| Participation rate | 92.9% | 58.3%+34.5pp | 71.7%+21.1pp | 69.6%+23.3pp |
| Annual return | 9.32% | 68.91%-59.6pp | 16.93%-7.6pp | 7.63%+1.7pp |
| Employer contribution / active EE | $939 | $1,296-27.6% | $4,022-76.7% | $2,381-60.6% |
| Participant deferral / active EE | $3,803 | $2,280+66.8% | $3,344+13.7% | $3,470+9.6% |
| Admin fee / account holder | $927 | $3,501-73.5% | $5,019-81.5% | $4,888-81.0% |