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 | $105,736 | $64,839+63.1% | $95,585+10.6% | $84,808+24.7% |
| Participation rate | 74.2% | 63.8%+10.4pp | 72.1%+2.1pp | 68.3%+5.9pp |
| Annual return | 21.81% | -670.96%+692.8pp | 38.56%-16.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $2,523 | $1,759+43.4% | $2,527-0.1% | $2,631-4.1% |
| Participant deferral / active EE | $3,912 | $2,965+32.0% | $4,023-2.7% | $4,212-7.1% |
| Admin fee / account holder | $7,378 | $5,964+23.7% | $6,127+20.4% | $7,344+0.5% |