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 | $136,886 | $79,449+72.3% | $189,557-27.8% | $85,850+59.4% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 15.32% | 18.45%-3.1pp | 64.17%-48.9pp | 318.53%-303.2pp |
| Employer contribution / active EE | $3,027 | $2,081+45.5% | $4,412-31.4% | $2,565+18.0% |
| Participant deferral / active EE | $4,704 | $4,051+16.1% | $6,174-23.8% | $3,952+19.0% |
| Admin fee / account holder | $5,400 | $5,377+0.4% | $9,807-44.9% | $6,260-13.7% |