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 | $104,159 | $48,570+114.5% | $130,648-20.3% | $72,985+42.7% |
| Participation rate | 76.9% | 58.6%+18.4pp | 71.7%+5.2pp | 69.5%+7.4pp |
| Annual return | 22.98% | 38.63%-15.6pp | 1708.96%-1686.0pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,678 | $1,334+25.8% | $4,092-59.0% | $2,440-31.2% |
| Participant deferral / active EE | $4,203 | $2,384+76.3% | $3,603+16.7% | $3,607+16.5% |
| Admin fee / account holder | $788 | $3,549-77.8% | $5,464-85.6% | $5,124-84.6% |