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 | $128,704 | $81,208+58.5% | $98,907+30.1% | $79,858+61.2% |
| Participation rate | 92.0% | 72.5%+19.5pp | 76.0%+16.0pp | 69.6%+22.4pp |
| Annual return | 13.85% | 60.99%-47.1pp | 196.43%-182.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $712 | $1,960-63.7% | $2,689-73.5% | $2,471-71.2% |
| Participant deferral / active EE | $3,636 | $3,265+11.4% | $4,244-14.3% | $3,740-2.8% |
| Admin fee / account holder | $9,706 | $6,013+61.4% | $6,642+46.1% | $5,306+82.9% |