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 | $102,726 | $86,286+19.1% | $111,297-7.7% | $85,850+19.7% |
| Participation rate | 81.5% | 73.3%+8.2pp | 77.3%+4.2pp | 69.3%+12.2pp |
| Annual return | 12.11% | 19.99%-7.9pp | 54.65%-42.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $543 | $2,043-73.4% | $2,731-80.1% | $2,565-78.8% |
| Participant deferral / active EE | $4,274 | $3,641+17.4% | $4,487-4.8% | $3,952+8.1% |
| Admin fee / account holder | $15,543 | $8,188+89.8% | $7,964+95.2% | $6,260+148.3% |