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 | $137,260 | $78,422+75.0% | $95,952+43.1% | $79,858+71.9% |
| Participation rate | 90.7% | 73.5%+17.2pp | 77.1%+13.6pp | 69.6%+21.1pp |
| Annual return | 20.16% | 19.37%+0.8pp | 91.61%-71.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,513 | $1,945-22.2% | $2,541-40.5% | $2,471-38.8% |
| Participant deferral / active EE | $5,071 | $3,440+47.4% | $4,167+21.7% | $3,740+35.6% |
| Admin fee / account holder | $3,404 | $5,622-39.4% | $6,795-49.9% | $5,306-35.8% |