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 | $129,197 | $89,355+44.6% | $141,162-8.5% | $72,985+77.0% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.9pp | 69.5%+20.8pp |
| Annual return | 27.12% | 111.85%-84.7pp | 71.39%-44.3pp | 81.00%-53.9pp |
| Employer contribution / active EE | $2,693 | $3,114-13.5% | $4,735-43.1% | $2,440+10.4% |
| Participant deferral / active EE | $11,183 | $5,418+106.4% | $6,709+66.7% | $3,607+210.0% |
| Admin fee / account holder | $901 | $5,958-84.9% | $10,261-91.2% | $5,124-82.4% |