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 | $141,031 | $94,625+49.0% | $116,228+21.3% | $84,808+66.3% |
| Participation rate | 89.9% | 70.4%+19.4pp | 74.6%+15.3pp | 68.3%+21.5pp |
| Annual return | 18.51% | 20.40%-1.9pp | 90.06%-71.5pp | 40.90%-22.4pp |
| Employer contribution / active EE | $7,258 | $2,347+209.3% | $2,994+142.4% | $2,631+175.8% |
| Participant deferral / active EE | $10,204 | $3,972+156.9% | $4,953+106.0% | $4,212+142.3% |
| Admin fee / account holder | $2,838 | $10,091-71.9% | $11,989-76.3% | $7,344-61.4% |