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 | $146,371 | $89,753+63.1% | $107,525+36.1% | $84,808+72.6% |
| Participation rate | 77.4% | 68.1%+9.3pp | 75.1%+2.3pp | 68.3%+9.0pp |
| Annual return | 15.93% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $6,921 | $3,113+122.3% | $3,754+84.4% | $2,631+163.0% |
| Participant deferral / active EE | $2,577 | $4,056-36.5% | $5,116-49.6% | $4,212-38.8% |
| Admin fee / account holder | $1,500 | $7,222-79.2% | $8,919-83.2% | $7,344-79.6% |