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 | $190,901 | $78,485+143.2% | $106,213+79.7% | $74,495+156.3% |
| Participation rate | 78.8% | 72.8%+6.0pp | 75.3%+3.6pp | 67.2%+11.6pp |
| Annual return | 14.03% | 15.95%-1.9pp | 116.14%-102.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $4,377 | $2,523+73.5% | $3,171+38.0% | $2,623+66.9% |
| Participant deferral / active EE | $6,465 | $4,322+49.6% | $5,016+28.9% | $4,346+48.8% |
| Admin fee / account holder | $25,174 | $2,232+1028.0% | $11,033+128.2% | $1,942+1196.5% |