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 | $131,095 | $64,324+103.8% | $118,925+10.2% | $79,858+64.2% |
| Participation rate | 82.8% | 64.9%+17.9pp | 75.4%+7.4pp | 69.6%+13.1pp |
| Annual return | 14.84% | 86.45%-71.6pp | 35.88%-21.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,228 | $1,836+75.8% | $3,263-1.0% | $2,471+30.7% |
| Participant deferral / active EE | $5,706 | $2,824+102.1% | $4,265+33.8% | $3,740+52.6% |
| Admin fee / account holder | $4,873 | $4,040+20.6% | $6,581-25.9% | $5,306-8.2% |