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 | $106,041 | $62,672+69.2% | $185,117-42.7% | $70,131+51.2% |
| Participation rate | 96.3% | 63.8%+32.5pp | 77.3%+19.0pp | 69.5%+26.8pp |
| Annual return | 18.83% | 40.79%-22.0pp | 40.50%-21.7pp | 73.14%-54.3pp |
| Employer contribution / active EE | $531 | $1,753-69.7% | $4,182-87.3% | $2,342-77.3% |
| Participant deferral / active EE | $4,998 | $3,272+52.8% | $5,045-0.9% | $3,332+50.0% |
| Admin fee / account holder | $1,335 | $3,932-66.1% | $8,159-83.6% | $4,645-71.3% |