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 | $121,678 | $34,308+254.7% | $74,701+62.9% | $72,985+66.7% |
| Participation rate | 73.7% | 42.4%+31.3pp | 54.5%+19.2pp | 69.5%+4.2pp |
| Annual return | 30.22% | 26.58%+3.6pp | 752.92%-722.7pp | 81.00%-50.8pp |
| Employer contribution / active EE | $1,304 | $692+88.5% | $1,084+20.3% | $2,440-46.6% |
| Participant deferral / active EE | $4,016 | $1,271+215.9% | $1,964+104.5% | $3,607+11.3% |
| Admin fee / account holder | $2,593 | $2,124+22.1% | $3,333-22.2% | $5,124-49.4% |