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 | $99,923 | $39,019+156.1% | $80,716+23.8% | $85,850+16.4% |
| Participation rate | 73.9% | 41.5%+32.4pp | 54.2%+19.7pp | 69.3%+4.6pp |
| Annual return | 14.36% | 26.27%-11.9pp | 87.28%-72.9pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,619 | $722+124.3% | $1,160+39.6% | $2,565-36.9% |
| Participant deferral / active EE | $4,243 | $1,326+220.1% | $2,146+97.7% | $3,952+7.4% |
| Admin fee / account holder | $3,590 | $2,431+47.7% | $3,380+6.2% | $6,260-42.7% |