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 | $126,883 | $77,899+62.9% | $149,673-15.2% | $75,163+68.8% |
| Participation rate | 89.3% | 65.6%+23.7pp | 78.8%+10.5pp | 67.2%+22.1pp |
| Annual return | 20.97% | 31.72%-10.8pp | 134.42%-113.4pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,334 | $3,137-25.6% | $4,818-51.5% | $2,670-12.6% |
| Participant deferral / active EE | $7,878 | $3,411+131.0% | $5,680+38.7% | $4,125+91.0% |
| Admin fee / account holder | $467 | $5,956-92.2% | $13,210-96.5% | $5,651-91.7% |