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 | $129,466 | $65,041+99.1% | $90,951+42.3% | $79,858+62.1% |
| Participation rate | 89.7% | 61.6%+28.0pp | 69.0%+20.6pp | 69.6%+20.0pp |
| Annual return | 11.05% | 30.45%-19.4pp | 134.60%-123.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,491 | $1,247+99.7% | $2,122+17.4% | $2,471+0.8% |
| Participant deferral / active EE | $3,760 | $2,512+49.7% | $3,373+11.5% | $3,740+0.5% |
| Admin fee / account holder | $1,894 | $4,536-58.3% | $5,959-68.2% | $5,306-64.3% |