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 8-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 | $114,310 | $81,632+40.0% | $70,449+62.3% | $158,922-28.1% |
| Participation rate | 95.5% | 77.7%+17.7pp | 75.1%+20.4pp | 82.0%+13.5pp |
| Annual return | 12.03% | 208.40%-196.4pp | 109.03%-97.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,505 | $3,217-53.2% | $2,737-45.0% | $4,761-68.4% |
| Participant deferral / active EE | $7,507 | $4,554+64.9% | $3,709+102.4% | $5,982+25.5% |
| Admin fee / account holder | $4,599 | $6,193-25.7% | $3,845+19.6% | $11,246-59.1% |