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 | $125,853 | $54,705+130.1% | $71,209+76.7% | $84,808+48.4% |
| Participation rate | 94.7% | 64.1%+30.7pp | 73.8%+21.0pp | 68.3%+26.4pp |
| Annual return | 18.30% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,785 | $2,158+75.4% | $2,721+39.1% | $2,631+43.9% |
| Participant deferral / active EE | $12,072 | $3,030+298.4% | $4,175+189.1% | $4,212+186.6% |
| Admin fee / account holder | $6,624 | $4,863+36.2% | $5,349+23.8% | $7,344-9.8% |