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 | $75,199 | $43,723+72.0% | $121,196-38.0% | $64,186+17.2% |
| Participation rate | 95.6% | 58.3%+37.3pp | 71.7%+23.9pp | 69.6%+26.0pp |
| Annual return | 8.92% | 68.91%-60.0pp | 16.93%-8.0pp | 7.63%+1.3pp |
| Employer contribution / active EE | $692 | $1,296-46.6% | $4,022-82.8% | $2,381-70.9% |
| Participant deferral / active EE | $3,629 | $2,280+59.2% | $3,344+8.5% | $3,470+4.6% |
| Admin fee / account holder | $4,404 | $3,501+25.8% | $5,019-12.3% | $4,888-9.9% |