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 | $88,672+57.8% | $105,223+33.0% | $82,448+69.7% |
| Participation rate | 82.9% | 67.9%+15.0pp | 75.0%+7.9pp | 68.1%+14.9pp |
| Annual return | 15.65% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,685 | $3,048-11.9% | $3,689-27.2% | $2,551+5.3% |
| Participant deferral / active EE | $6,695 | $4,036+65.9% | $5,072+32.0% | $4,139+61.7% |
| Admin fee / account holder | $3,128 | $7,146-56.2% | $8,859-64.7% | $7,234-56.8% |