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 | $132,582 | $63,861+107.6% | $104,607+26.7% | $79,858+66.0% |
| Participation rate | 85.7% | 64.9%+20.8pp | 74.1%+11.6pp | 69.6%+16.1pp |
| Annual return | 17.83% | 21.30%-3.5pp | 340.46%-322.6pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,321 | $1,588+46.1% | $2,681-13.4% | $2,471-6.1% |
| Participant deferral / active EE | $4,306 | $2,693+59.9% | $3,740+15.1% | $3,740+15.1% |
| Admin fee / account holder | $8,283 | $4,185+97.9% | $6,473+28.0% | $5,306+56.1% |