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 | $139,057 | $84,233+65.1% | $170,442-18.4% | $70,131+98.3% |
| Participation rate | 94.7% | 70.8%+23.9pp | 83.6%+11.1pp | 69.5%+25.2pp |
| Annual return | 19.88% | 23.06%-3.2pp | 205.93%-186.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $8,034 | $3,387+137.2% | $5,433+47.9% | $2,342+243.0% |
| Participant deferral / active EE | $6,372 | $3,086+106.5% | $4,939+29.0% | $3,332+91.2% |
| Admin fee / account holder | $1,102 | $5,698-80.7% | $13,880-92.1% | $4,645-76.3% |