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 | $138,131 | $97,125+42.2% | $86,233+60.2% | $137,256+0.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 15.89% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,688 | $2,841-40.6% | $2,504-32.6% | $4,156-59.4% |
| Participant deferral / active EE | $3,420 | $5,180-34.0% | $4,559-25.0% | $6,407-46.6% |
| Admin fee / account holder | $12,924 | $9,725+32.9% | $8,342+54.9% | $12,270+5.3% |