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 | $96,603 | $58,512+65.1% | $84,015+15.0% | $72,985+32.4% |
| Participation rate | 89.7% | 61.2%+28.4pp | 69.0%+20.6pp | 69.5%+20.2pp |
| Annual return | 17.02% | 28.93%-11.9pp | 71.31%-54.3pp | 81.00%-64.0pp |
| Employer contribution / active EE | $2,015 | $1,163+73.3% | $1,983+1.6% | $2,440-17.4% |
| Participant deferral / active EE | $3,987 | $2,394+66.6% | $3,239+23.1% | $3,607+10.5% |
| Admin fee / account holder | $1,954 | $4,569-57.2% | $6,101-68.0% | $5,124-61.9% |