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 | $102,911 | $65,395+57.4% | $182,532-43.6% | $72,985+41.0% |
| Participation rate | 92.6% | 65.4%+27.2pp | 78.0%+14.6pp | 69.5%+23.1pp |
| Annual return | 20.12% | 27.68%-7.6pp | 148.54%-128.4pp | 81.00%-60.9pp |
| Employer contribution / active EE | $3,347 | $1,911+75.1% | $4,076-17.9% | $2,440+37.2% |
| Participant deferral / active EE | $5,794 | $3,563+62.6% | $5,524+4.9% | $3,607+60.6% |
| Admin fee / account holder | $812 | $4,245-80.9% | $8,592-90.6% | $5,124-84.2% |