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 | $89,029 | $65,395+36.1% | $182,532-51.2% | $72,985+22.0% |
| Participation rate | 82.8% | 65.4%+17.3pp | 78.0%+4.8pp | 69.5%+13.3pp |
| Annual return | 26.44% | 27.68%-1.2pp | 148.54%-122.1pp | 81.00%-54.6pp |
| Employer contribution / active EE | $7,223 | $1,911+277.9% | $4,076+77.2% | $2,440+196.0% |
| Participant deferral / active EE | $3,939 | $3,563+10.6% | $5,524-28.7% | $3,607+9.2% |
| Admin fee / account holder | $3,710 | $4,245-12.6% | $8,592-56.8% | $5,124-27.6% |