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 | $115,665 | $78,422+47.5% | $95,952+20.5% | $79,858+44.8% |
| Participation rate | 92.6% | 73.5%+19.1pp | 77.1%+15.5pp | 69.6%+23.0pp |
| Annual return | 12.13% | 19.37%-7.2pp | 91.61%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,696 | $1,945+38.6% | $2,541+6.1% | $2,471+9.1% |
| Participant deferral / active EE | $3,243 | $3,440-5.7% | $4,167-22.2% | $3,740-13.3% |
| Admin fee / account holder | $20,479 | $5,622+264.3% | $6,795+201.4% | $5,306+285.9% |