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 | $114,915 | $78,422+46.5% | $95,952+19.8% | $79,858+43.9% |
| Participation rate | 87.9% | 73.5%+14.4pp | 77.1%+10.8pp | 69.6%+18.2pp |
| Annual return | 14.37% | 19.37%-5.0pp | 91.61%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $609 | $1,945-68.7% | $2,541-76.0% | $2,471-75.4% |
| Participant deferral / active EE | $4,408 | $3,440+28.1% | $4,167+5.8% | $3,740+17.8% |
| Admin fee / account holder | $3,332 | $5,622-40.7% | $6,795-51.0% | $5,306-37.2% |