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 | $92,004 | $56,053+64.1% | $75,972+21.1% | $80,856+13.8% |
| Participation rate | 84.2% | 62.0%+22.2pp | 69.1%+15.2pp | 67.6%+16.6pp |
| Annual return | 11.32% | 20.53%-9.2pp | 359.55%-348.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $910 | $1,874-51.5% | $2,685-66.1% | $2,755-67.0% |
| Participant deferral / active EE | $4,584 | $3,052+50.2% | $4,255+7.7% | $4,296+6.7% |
| Admin fee / account holder | $6,327 | $5,234+20.9% | $6,467-2.2% | $6,918-8.5% |