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 | $123,347 | $93,346+32.1% | $71,796+71.8% | $273,961-55.0% |
| Participation rate | 88.2% | 76.5%+11.7pp | 69.1%+19.1pp | 83.0%+5.2pp |
| Annual return | 5.10% | 130.39%-125.3pp | 78.04%-72.9pp | 41.45%-36.4pp |
| Employer contribution / active EE | $5,882 | $2,733+115.2% | $1,924+205.7% | $4,869+20.8% |
| Participant deferral / active EE | $913 | $3,475-73.7% | $2,794-67.3% | $5,287-82.7% |
| Admin fee / account holder | $787 | $6,571-88.0% | $4,815-83.6% | $10,132-92.2% |