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 | $133,412 | $37,426+256.5% | $77,482+72.2% | $79,858+67.1% |
| Participation rate | 88.5% | 41.5%+47.0pp | 54.2%+34.3pp | 69.6%+18.8pp |
| Annual return | 11.55% | 39.70%-28.1pp | 54.79%-43.2pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,150 | $637+237.8% | $986+118.0% | $2,471-13.0% |
| Participant deferral / active EE | $7,382 | $1,260+485.9% | $1,861+296.6% | $3,740+97.4% |
| Admin fee / account holder | $2,026 | $2,504-19.1% | $2,858-29.1% | $5,306-61.8% |