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 | $103,700 | $81,208+27.7% | $98,907+4.8% | $79,858+29.9% |
| Participation rate | 85.3% | 72.5%+12.8pp | 76.0%+9.3pp | 69.6%+15.7pp |
| Annual return | 11.42% | 60.99%-49.6pp | 196.43%-185.0pp | 31.71%-20.3pp |
| Employer contribution / active EE | $614 | $1,960-68.7% | $2,689-77.2% | $2,471-75.2% |
| Participant deferral / active EE | $3,818 | $3,265+16.9% | $4,244-10.0% | $3,740+2.1% |
| Admin fee / account holder | $11,897 | $6,013+97.9% | $6,642+79.1% | $5,306+124.2% |