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 | $127,708 | $60,124+112.4% | $90,404+41.3% | $79,858+59.9% |
| Participation rate | 71.7% | 65.0%+6.7pp | 72.7%-1.0pp | 69.6%+2.0pp |
| Annual return | 15.90% | 71.94%-56.0pp | 1293.02%-1277.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $354 | $2,068-82.9% | $3,262-89.1% | $2,471-85.7% |
| Participant deferral / active EE | $3,654 | $2,938+24.3% | $3,963-7.8% | $3,740-2.3% |
| Admin fee / account holder | $7,828 | $3,976+96.9% | $5,611+39.5% | $5,306+47.5% |