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 | $128,326 | $86,286+48.7% | $111,297+15.3% | $85,850+49.5% |
| Participation rate | 80.0% | 73.3%+6.7pp | 77.3%+2.7pp | 69.3%+10.7pp |
| Annual return | 13.99% | 19.99%-6.0pp | 54.65%-40.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $6,536 | $2,043+219.9% | $2,731+139.3% | $2,565+154.8% |
| Participant deferral / active EE | $4,073 | $3,641+11.9% | $4,487-9.2% | $3,952+3.1% |
| Admin fee / account holder | $1,082 | $8,188-86.8% | $7,964-86.4% | $6,260-82.7% |