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 | $104,243 | $58,208+79.1% | $81,812+27.4% | $80,856+28.9% |
| Participation rate | 88.2% | 63.4%+24.8pp | 72.3%+15.9pp | 67.6%+20.6pp |
| Annual return | 10.89% | 41.66%-30.8pp | 773.79%-762.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,936 | $2,340-17.3% | $2,912-33.5% | $2,755-29.7% |
| Participant deferral / active EE | $3,639 | $3,281+10.9% | $4,319-15.7% | $4,296-15.3% |
| Admin fee / account holder | $4,591 | $4,981-7.8% | $7,386-37.8% | $6,918-33.6% |