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 | $129,818 | $68,547+89.4% | $120,354+7.9% | $80,856+60.6% |
| Participation rate | 70.0% | 61.6%+8.4pp | 71.9%-1.9pp | 67.6%+2.4pp |
| Annual return | 14.81% | 23.60%-8.8pp | 107.15%-92.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,590 | $2,051+26.3% | $3,463-25.2% | $2,755-6.0% |
| Participant deferral / active EE | $7,521 | $3,173+137.0% | $4,991+50.7% | $4,296+75.1% |
| Admin fee / account holder | $15,117 | $5,732+163.7% | $9,423+60.4% | $6,918+118.5% |