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 | $152,854 | $64,839+135.7% | $95,585+59.9% | $84,808+80.2% |
| Participation rate | 73.0% | 63.8%+9.2pp | 72.1%+0.9pp | 68.3%+4.7pp |
| Annual return | 16.94% | -670.96%+687.9pp | 38.56%-21.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,144 | $1,759+21.9% | $2,527-15.1% | $2,631-18.5% |
| Participant deferral / active EE | $5,075 | $2,965+71.2% | $4,023+26.2% | $4,212+20.5% |
| Admin fee / account holder | $757 | $5,964-87.3% | $6,127-87.6% | $7,344-89.7% |