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 | $103,174 | $57,354+79.9% | $83,848+23.0% | $64,186+60.7% |
| Participation rate | 91.4% | 68.6%+22.8pp | 76.1%+15.3pp | 69.6%+21.9pp |
| Annual return | 7.09% | 11.38%-4.3pp | 850.88%-843.8pp | 7.63%-0.5pp |
| Employer contribution / active EE | $1,134 | $2,545-55.4% | $3,631-68.8% | $2,381-52.4% |
| Participant deferral / active EE | $3,410 | $2,993+13.9% | $4,082-16.5% | $3,470-1.7% |
| Admin fee / account holder | $895 | $4,046-77.9% | $5,478-83.7% | $4,888-81.7% |