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 | $147,141 | $94,625+55.5% | $116,228+26.6% | $84,808+73.5% |
| Participation rate | 82.6% | 70.4%+12.2pp | 74.6%+8.1pp | 68.3%+14.3pp |
| Annual return | 19.10% | 20.40%-1.3pp | 90.06%-71.0pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,911 | $2,347+24.0% | $2,994-2.8% | $2,631+10.6% |
| Participant deferral / active EE | $9,001 | $3,972+126.6% | $4,953+81.7% | $4,212+113.7% |
| Admin fee / account holder | $4,571 | $10,091-54.7% | $11,989-61.9% | $7,344-37.8% |