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 | $125,045 | $81,632+53.2% | $70,449+77.5% | $158,922-21.3% |
| Participation rate | 86.7% | 77.7%+8.9pp | 75.1%+11.6pp | 82.0%+4.7pp |
| Annual return | 19.52% | 208.40%-188.9pp | 109.03%-89.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,086 | $3,217-35.2% | $2,737-23.8% | $4,761-56.2% |
| Participant deferral / active EE | $7,085 | $4,554+55.6% | $3,709+91.1% | $5,982+18.4% |
| Admin fee / account holder | $1,208 | $6,193-80.5% | $3,845-68.6% | $11,246-89.3% |