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 | $126,950 | $65,365+94.2% | $92,893+36.7% | $72,985+73.9% |
| Participation rate | 78.1% | 68.3%+9.8pp | 76.0%+2.1pp | 69.5%+8.6pp |
| Annual return | 18.03% | 42.10%-24.1pp | 109.41%-91.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,886 | $2,594-27.3% | $3,653-48.4% | $2,440-22.7% |
| Participant deferral / active EE | $7,176 | $3,128+129.4% | $4,236+69.4% | $3,607+98.9% |
| Admin fee / account holder | $9,823 | $4,251+131.0% | $5,794+69.5% | $5,124+91.7% |