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 | $136,353 | $95,416+42.9% | $185,823-26.6% | $85,850+58.8% |
| Participation rate | 84.6% | 68.8%+15.9pp | 81.7%+2.9pp | 69.3%+15.3pp |
| Annual return | 12.09% | 23.59%-11.5pp | 122.05%-110.0pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,457 | $3,314-25.8% | $5,167-52.4% | $2,565-4.2% |
| Participant deferral / active EE | $4,871 | $3,423+42.3% | $5,568-12.5% | $3,952+23.3% |
| Admin fee / account holder | $1,543 | $7,213-78.6% | $16,237-90.5% | $6,260-75.4% |