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 | $127,795 | $53,516+138.8% | $126,539+1.0% | $84,808+50.7% |
| Participation rate | 77.4% | 58.2%+19.2pp | 69.8%+7.6pp | 68.3%+9.1pp |
| Annual return | 20.21% | 58.34%-38.1pp | 425.95%-405.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,998 | $1,535+95.3% | $3,674-18.4% | $2,631+13.9% |
| Participant deferral / active EE | $5,477 | $2,671+105.1% | $4,083+34.2% | $4,212+30.0% |
| Admin fee / account holder | $609 | $4,497-86.5% | $6,065-90.0% | $7,344-91.7% |