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 5-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 | $143,430 | $89,753+59.8% | $107,525+33.4% | $84,808+69.1% |
| Participation rate | 76.1% | 68.1%+8.0pp | 75.1%+1.0pp | 68.3%+7.8pp |
| Annual return | 19.17% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $4,244 | $3,113+36.3% | $3,754+13.1% | $2,631+61.3% |
| Participant deferral / active EE | $10,362 | $4,056+155.5% | $5,116+102.6% | $4,212+146.0% |
| Admin fee / account holder | $3,852 | $7,222-46.7% | $8,919-56.8% | $7,344-47.5% |