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 | $100,300 | $47,105+112.9% | $68,368+46.7% | $67,986+47.5% |
| Participation rate | 86.2% | 51.8%+34.4pp | 73.8%+12.4pp | 57.2%+28.9pp |
| Annual return | 16.56% | 48.37%-31.8pp | 292.57%-276.0pp | 31.67%-15.1pp |
| Employer contribution / active EE | $1,787 | $1,859-3.9% | $2,649-32.5% | $2,019-11.5% |
| Participant deferral / active EE | $9,005 | $2,374+279.3% | $4,123+118.4% | $3,358+168.2% |
| Admin fee / account holder | $1,367 | $2,435-43.9% | $5,150-73.5% | $3,203-57.3% |