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 | $98,952 | $78,422+26.2% | $95,952+3.1% | $79,858+23.9% |
| Participation rate | 97.1% | 73.5%+23.6pp | 77.1%+20.0pp | 69.6%+27.5pp |
| Annual return | 24.09% | 19.37%+4.7pp | 91.61%-67.5pp | 31.71%-7.6pp |
| Employer contribution / active EE | $531 | $1,945-72.7% | $2,541-79.1% | $2,471-78.5% |
| Participant deferral / active EE | $6,789 | $3,440+97.4% | $4,167+62.9% | $3,740+81.5% |
| Admin fee / account holder | $4,116 | $5,622-26.8% | $6,795-39.4% | $5,306-22.4% |