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 | $107,547 | $58,208+84.8% | $81,812+31.5% | $80,856+33.0% |
| Participation rate | 79.3% | 63.4%+15.9pp | 72.3%+7.0pp | 67.6%+11.7pp |
| Annual return | 12.31% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,317 | $3,281+62.0% | $4,319+23.1% | $4,296+23.8% |
| Admin fee / account holder | $4,194 | $4,981-15.8% | $7,386-43.2% | $6,918-39.4% |