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 | $97,701 | $70,669+38.3% | $169,368-42.3% | $75,163+30.0% |
| Participation rate | 84.8% | 64.8%+20.1pp | 77.1%+7.7pp | 67.2%+17.7pp |
| Annual return | 15.88% | 36.36%-20.5pp | 405.60%-389.7pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,668 | $2,211+20.7% | $4,013-33.5% | $2,6700% |
| Participant deferral / active EE | $6,369 | $4,311+47.7% | $6,221+2.4% | $4,125+54.4% |
| Admin fee / account holder | $835 | $5,402-84.6% | $9,003-90.7% | $5,651-85.2% |