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 | $122,740 | $58,828+108.6% | $77,999+57.4% | $62,891+95.2% |
| Participation rate | 82.4% | 71.1%+11.3pp | 75.5%+6.8pp | 69.3%+13.0pp |
| Annual return | 10.75% | 17.16%-6.4pp | 425.96%-415.2pp | 20.14%-9.4pp |
| Employer contribution / active EE | $3,921 | $1,672+134.6% | $2,470+58.8% | $2,281+71.9% |
| Participant deferral / active EE | $3,714 | $2,686+38.3% | $3,497+6.2% | $3,203+15.9% |
| Admin fee / account holder | $853 | $4,393-80.6% | $5,480-84.4% | $4,296-80.2% |