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 | $121,027 | $54,705+121.2% | $71,209+70.0% | $84,808+42.7% |
| Participation rate | 75.8% | 64.1%+11.7pp | 73.8%+2.0pp | 68.3%+7.4pp |
| Annual return | 14.59% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $842 | $2,158-61.0% | $2,721-69.1% | $2,631-68.0% |
| Participant deferral / active EE | $4,398 | $3,030+45.1% | $4,175+5.3% | $4,212+4.4% |
| Admin fee / account holder | $12,375 | $4,863+154.5% | $5,349+131.4% | $7,344+68.5% |