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 | $119,164 | $85,202+39.9% | $172,739-31.0% | $72,985+63.3% |
| Participation rate | 87.9% | 70.1%+17.8pp | 82.6%+5.2pp | 69.5%+18.4pp |
| Annual return | 23.13% | 27.32%-4.2pp | 802.84%-779.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,964 | $3,324-40.9% | $5,143-61.8% | $2,440-19.5% |
| Participant deferral / active EE | $2,672 | $3,260-18.0% | $5,198-48.6% | $3,607-25.9% |
| Admin fee / account holder | $15,070 | $5,884+156.1% | $13,954+8.0% | $5,124+194.1% |