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 | $115,323 | $61,774+86.7% | $97,226+18.6% | $80,856+42.6% |
| Participation rate | 81.5% | 63.5%+18.0pp | 72.7%+8.8pp | 67.6%+13.8pp |
| Annual return | 12.12% | -557.90%+570.0pp | 75.13%-63.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,334 | $1,837+81.5% | $2,729+22.2% | $2,755+21.0% |
| Participant deferral / active EE | $6,360 | $3,029+110.0% | $4,264+49.2% | $4,296+48.1% |
| Admin fee / account holder | $414 | $5,166-92.0% | $5,654-92.7% | $6,918-94.0% |