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 | $103,083 | $58,828+75.2% | $77,999+32.2% | $62,891+63.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.89% | 17.16%-9.3pp | 425.96%-418.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $947 | $1,672-43.3% | $2,470-61.7% | $2,281-58.5% |
| Participant deferral / active EE | $4,026 | $2,686+49.9% | $3,497+15.1% | $3,203+25.7% |
| Admin fee / account holder | $1,729 | $4,393-60.6% | $5,480-68.5% | $4,296-59.8% |