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 | $133,846 | $46,553+187.5% | $64,056+109.0% | $75,163+78.1% |
| Participation rate | 82.8% | 65.9%+16.8pp | 72.3%+10.5pp | 67.2%+15.6pp |
| Annual return | 16.25% | 26.03%-9.8pp | 33.69%-17.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $5,911 | $1,974+199.5% | $2,747+115.2% | $2,670+121.4% |
| Participant deferral / active EE | $6,472 | $2,837+128.2% | $3,880+66.8% | $4,125+56.9% |
| Admin fee / account holder | $990 | $2,952-66.5% | $3,068-67.7% | $5,651-82.5% |