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 | $141,284 | $89,355+58.1% | $141,162+0.1% | $72,985+93.6% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 20.35% | 111.85%-91.5pp | 71.39%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,869 | $3,114-40.0% | $4,735-60.5% | $2,440-23.4% |
| Participant deferral / active EE | $5,702 | $5,418+5.2% | $6,709-15.0% | $3,607+58.1% |
| Admin fee / account holder | $3,924 | $5,958-34.1% | $10,261-61.8% | $5,124-23.4% |