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 | $120,261 | $83,337+44.3% | $67,834+77.3% | $273,961-56.1% |
| Participation rate | 85.7% | 76.4%+9.3pp | 68.8%+16.9pp | 83.0%+2.7pp |
| Annual return | 8.83% | 259.45%-250.6pp | 138.47%-129.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,146 | $3,287-34.7% | $2,403-10.7% | $4,869-55.9% |
| Participant deferral / active EE | $6,323 | $4,088+54.7% | $3,160+100.1% | $5,287+19.6% |
| Admin fee / account holder | $1,875 | $6,752-72.2% | $4,622-59.4% | $10,132-81.5% |