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 | $131,398 | $89,355+47.1% | $141,162-6.9% | $72,985+80.0% |
| Participation rate | 98.1% | 75.1%+23.0pp | 82.5%+15.7pp | 69.5%+28.7pp |
| Annual return | 23.07% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $5,153 | $3,114+65.4% | $4,735+8.8% | $2,440+111.2% |
| Participant deferral / active EE | $5,711 | $5,418+5.4% | $6,709-14.9% | $3,607+58.3% |
| Admin fee / account holder | $28,645 | $5,958+380.8% | $10,261+179.2% | $5,124+459.0% |