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 | $110,494 | $58,828+87.8% | $77,999+41.7% | $62,891+75.7% |
| Participation rate | 87.5% | 71.1%+16.4pp | 75.5%+12.0pp | 69.3%+18.2pp |
| Annual return | 6.11% | 17.16%-11.0pp | 425.96%-419.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,629 | $1,672-2.5% | $2,470-34.0% | $2,281-28.6% |
| Participant deferral / active EE | $5,316 | $2,686+97.9% | $3,497+52.0% | $3,203+66.0% |
| Admin fee / account holder | $9,329 | $4,393+112.3% | $5,480+70.2% | $4,296+117.2% |