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 | $117,024 | $99,652+17.4% | $78,778+48.5% | $147,584-20.7% |
| Participation rate | 72.2% | 76.2%-4.0pp | 69.2%+3.0pp | 82.8%-10.6pp |
| Annual return | 17.24% | 47.28%-30.0pp | 35.62%-18.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,907 | $2,796-31.8% | $1,986-3.9% | $4,876-60.9% |
| Participant deferral / active EE | $5,204 | $3,664+42.1% | $2,958+75.9% | $5,439-4.3% |
| Admin fee / account holder | $7,160 | $7,155+0.1% | $5,134+39.5% | $10,885-34.2% |