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 | $111,126 | $46,553+138.7% | $64,056+73.5% | $75,163+47.8% |
| Participation rate | 85.4% | 65.9%+19.4pp | 72.3%+13.1pp | 67.2%+18.2pp |
| Annual return | 12.47% | 26.03%-13.6pp | 33.69%-21.2pp | 160.62%-148.1pp |
| Employer contribution / active EE | $4,260 | $1,974+115.8% | $2,747+55.1% | $2,670+59.5% |
| Participant deferral / active EE | $772 | $2,837-72.8% | $3,880-80.1% | $4,125-81.3% |
| Admin fee / account holder | $6,296 | $2,952+113.3% | $3,068+105.2% | $5,651+11.4% |