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 | $101,927 | $54,705+86.3% | $71,209+43.1% | $84,808+20.2% |
| Participation rate | 74.4% | 64.1%+10.3pp | 73.8%+0.7pp | 68.3%+6.1pp |
| Annual return | 13.77% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $465 | $2,158-78.5% | $2,721-82.9% | $2,631-82.3% |
| Participant deferral / active EE | $3,142 | $3,030+3.7% | $4,175-24.7% | $4,212-25.4% |
| Admin fee / account holder | $1,274 | $4,863-73.8% | $5,349-76.2% | $7,344-82.6% |