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 | $121,777 | $85,202+42.9% | $172,739-29.5% | $72,985+66.9% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | 21.74% | 27.32%-5.6pp | 802.84%-781.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $4,535 | $3,324+36.4% | $5,143-11.8% | $2,440+85.9% |
| Participant deferral / active EE | $5,238 | $3,260+60.7% | $5,198+0.8% | $3,607+45.2% |
| Admin fee / account holder | $9,566 | $5,884+62.6% | $13,954-31.4% | $5,124+86.7% |