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 | $125,434 | $51,638+142.9% | $68,368+83.5% | $82,448+52.1% |
| Participation rate | 78.4% | 63.6%+14.8pp | 73.8%+4.6pp | 68.1%+10.3pp |
| Annual return | 15.63% | 37.53%-21.9pp | 292.57%-276.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,078 | $2,047+1.5% | $2,649-21.6% | $2,551-18.6% |
| Participant deferral / active EE | $4,388 | $2,914+50.6% | $4,123+6.4% | $4,139+6.0% |
| Admin fee / account holder | $8,657 | $4,643+86.4% | $5,150+68.1% | $7,234+19.7% |