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 | $127,500 | $86,286+47.8% | $111,297+14.6% | $85,850+48.5% |
| Participation rate | 94.3% | 73.3%+21.0pp | 77.3%+17.0pp | 69.3%+25.0pp |
| Annual return | 13.62% | 19.99%-6.4pp | 54.65%-41.0pp | 318.53%-304.9pp |
| Employer contribution / active EE | $4,465 | $2,043+118.5% | $2,731+63.5% | $2,565+74.1% |
| Participant deferral / active EE | $13,536 | $3,641+271.8% | $4,487+201.7% | $3,952+242.5% |
| Admin fee / account holder | $2,230 | $8,188-72.8% | $7,964-72.0% | $6,260-64.4% |