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 | $132,515 | $85,202+55.5% | $172,739-23.3% | $72,985+81.6% |
| Participation rate | 85.2% | 70.1%+15.1pp | 82.6%+2.5pp | 69.5%+15.7pp |
| Annual return | 17.86% | 27.32%-9.5pp | 802.84%-785.0pp | 81.00%-63.1pp |
| Employer contribution / active EE | $5,330 | $3,324+60.3% | $5,143+3.6% | $2,440+118.5% |
| Participant deferral / active EE | $3,841 | $3,260+17.8% | $5,198-26.1% | $3,607+6.5% |
| Admin fee / account holder | $3,947 | $5,884-32.9% | $13,954-71.7% | $5,124-23.0% |