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 | $103,063 | $85,202+21.0% | $172,739-40.3% | $72,985+41.2% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 22.27% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,910 | $3,324-42.6% | $5,143-62.9% | $2,440-21.7% |
| Participant deferral / active EE | $2,676 | $3,260-17.9% | $5,198-48.5% | $3,607-25.8% |
| Admin fee / account holder | $845 | $5,884-85.6% | $13,954-93.9% | $5,124-83.5% |