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 | $139,936 | $89,753+55.9% | $107,525+30.1% | $84,808+65.0% |
| Participation rate | 82.9% | 68.1%+14.9pp | 75.1%+7.9pp | 68.3%+14.6pp |
| Annual return | 15.65% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,685 | $3,113-13.7% | $3,754-28.5% | $2,631+2.1% |
| Participant deferral / active EE | $6,695 | $4,056+65.0% | $5,116+30.9% | $4,212+59.0% |
| Admin fee / account holder | $3,128 | $7,222-56.7% | $8,919-64.9% | $7,344-57.4% |