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 | $106,107 | $65,041+63.1% | $90,951+16.7% | $79,858+32.9% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.0%+16.7pp | 69.6%+16.1pp |
| Annual return | 16.68% | 30.45%-13.8pp | 134.60%-117.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,120 | $1,247-10.2% | $2,122-47.2% | $2,471-54.7% |
| Participant deferral / active EE | $3,794 | $2,512+51.0% | $3,373+12.5% | $3,740+1.4% |
| Admin fee / account holder | $4,619 | $4,536+1.8% | $5,959-22.5% | $5,306-12.9% |