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 | $134,480 | $78,422+71.5% | $95,952+40.2% | $79,858+68.4% |
| Participation rate | 84.4% | 73.5%+10.9pp | 77.1%+7.3pp | 69.6%+14.7pp |
| Annual return | 15.04% | 19.37%-4.3pp | 91.61%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,368 | $1,945-29.7% | $2,541-46.1% | $2,471-44.6% |
| Participant deferral / active EE | $5,735 | $3,440+66.7% | $4,167+37.6% | $3,740+53.3% |
| Admin fee / account holder | $11,673 | $5,622+107.6% | $6,795+71.8% | $5,306+120.0% |