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 | $141,128 | $85,766+64.6% | $136,294+3.5% | $70,131+101.2% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 14.23% | 31.45%-17.2pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,902 | $2,966-2.1% | $4,695-38.2% | $2,342+23.9% |
| Participant deferral / active EE | $6,818 | $5,051+35.0% | $6,247+9.1% | $3,332+104.6% |
| Admin fee / account holder | $2,020 | $5,420-62.7% | $9,243-78.1% | $4,645-56.5% |