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 | $130,741 | $81,208+61.0% | $98,907+32.2% | $79,858+63.7% |
| Participation rate | 73.1% | 72.5%+0.6pp | 76.0%-2.9pp | 69.6%+3.4pp |
| Annual return | 24.57% | 60.99%-36.4pp | 196.43%-171.9pp | 31.71%-7.1pp |
| Employer contribution / active EE | $3,490 | $1,960+78.1% | $2,689+29.8% | $2,471+41.3% |
| Participant deferral / active EE | $1,970 | $3,265-39.7% | $4,244-53.6% | $3,740-47.3% |
| Admin fee / account holder | $12,488 | $6,013+107.7% | $6,642+88.0% | $5,306+135.3% |