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 | $119,958 | $85,202+40.8% | $172,739-30.6% | $72,985+64.4% |
| Participation rate | 80.6% | 70.1%+10.6pp | 82.6%-2.0pp | 69.5%+11.2pp |
| Annual return | 21.37% | 27.32%-5.9pp | 802.84%-781.5pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,776 | $3,324-46.6% | $5,143-65.5% | $2,440-27.2% |
| Participant deferral / active EE | $4,099 | $3,260+25.7% | $5,198-21.1% | $3,607+13.6% |
| Admin fee / account holder | $1,739 | $5,884-70.4% | $13,954-87.5% | $5,124-66.1% |