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 | $108,879 | $65,041+67.4% | $90,951+19.7% | $79,858+36.3% |
| Participation rate | 96.0% | 61.6%+34.4pp | 69.0%+27.0pp | 69.6%+26.4pp |
| Annual return | 13.91% | 30.45%-16.5pp | 134.60%-120.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $881 | $1,247-29.3% | $2,122-58.5% | $2,471-64.3% |
| Participant deferral / active EE | $1,411 | $2,512-43.8% | $3,373-58.2% | $3,740-62.3% |
| Admin fee / account holder | $3,884 | $4,536-14.4% | $5,959-34.8% | $5,306-26.8% |