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 | $149,742 | $100,901+48.4% | $75,670+97.9% | $147,584+1.5% |
| Participation rate | 79.2% | 77.1%+2.0pp | 72.3%+6.8pp | 82.8%-3.7pp |
| Annual return | 13.58% | 35.78%-22.2pp | 27.34%-13.8pp | 578.55%-565.0pp |
| Employer contribution / active EE | $3,475 | $3,253+6.8% | $2,352+47.7% | $4,876-28.7% |
| Participant deferral / active EE | $6,237 | $4,027+54.9% | $3,142+98.5% | $5,439+14.7% |
| Admin fee / account holder | $320 | $11,285-97.2% | $5,800-94.5% | $10,885-97.1% |