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 | $135,399 | $65,365+107.1% | $92,893+45.8% | $72,985+85.5% |
| Participation rate | 93.1% | 68.3%+24.8pp | 76.0%+17.1pp | 69.5%+23.6pp |
| Annual return | 26.61% | 42.10%-15.5pp | 109.41%-82.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $4,173 | $2,594+60.9% | $3,653+14.2% | $2,440+71.0% |
| Participant deferral / active EE | $7,504 | $3,128+139.9% | $4,236+77.1% | $3,607+108.0% |
| Admin fee / account holder | $12,995 | $4,251+205.7% | $5,794+124.3% | $5,124+153.6% |