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 | $144,108 | $78,422+83.8% | $95,952+50.2% | $79,858+80.5% |
| Participation rate | 84.3% | 73.5%+10.8pp | 77.1%+7.2pp | 69.6%+14.7pp |
| Annual return | 16.95% | 19.37%-2.4pp | 91.61%-74.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,475 | $1,945-24.2% | $2,541-42.0% | $2,471-40.3% |
| Participant deferral / active EE | $6,698 | $3,440+94.7% | $4,167+60.7% | $3,740+79.1% |
| Admin fee / account holder | $5,935 | $5,622+5.6% | $6,795-12.7% | $5,306+11.8% |