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 | $95,139 | $54,705+73.9% | $71,209+33.6% | $84,808+12.2% |
| Participation rate | 71.1% | 64.1%+7.0pp | 73.8%-2.7pp | 68.3%+2.7pp |
| Annual return | 13.48% | 35.90%-22.4pp | 282.51%-269.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,027 | $2,158-52.4% | $2,721-62.3% | $2,631-61.0% |
| Participant deferral / active EE | $4,393 | $3,030+45.0% | $4,175+5.2% | $4,212+4.3% |
| Admin fee / account holder | $6,309 | $4,863+29.7% | $5,349+18.0% | $7,344-14.1% |