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 | $126,367 | $78,705+60.6% | $117,854+7.2% | $70,131+80.2% |
| Participation rate | 93.3% | 73.2%+20.1pp | 79.7%+13.7pp | 69.5%+23.8pp |
| Annual return | 17.54% | 23.30%-5.8pp | 335.08%-317.5pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,825 | $2,223+27.1% | $3,786-25.4% | $2,342+20.6% |
| Participant deferral / active EE | $4,301 | $3,297+30.5% | $4,482-4.0% | $3,332+29.1% |
| Admin fee / account holder | $1,344 | $5,065-73.5% | $8,020-83.2% | $4,645-71.1% |