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 | $139,361 | $45,035+209.4% | $62,995+121.2% | $70,131+98.7% |
| Participation rate | 93.1% | 69.5%+23.6pp | 74.8%+18.3pp | 69.5%+23.6pp |
| Annual return | 12.49% | 18.76%-6.3pp | 87.57%-75.1pp | 73.14%-60.7pp |
| Employer contribution / active EE | $6,845 | $2,051+233.7% | $2,759+148.1% | $2,342+192.2% |
| Participant deferral / active EE | $9,728 | $2,465+294.7% | $3,329+192.2% | $3,332+192.0% |
| Admin fee / account holder | $19,982 | $2,834+605.0% | $3,600+455.1% | $4,645+330.1% |