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 | $131,658 | $48,570+171.1% | $130,648+0.8% | $72,985+80.4% |
| Participation rate | 88.0% | 58.6%+29.4pp | 71.7%+16.3pp | 69.5%+18.5pp |
| Annual return | 21.15% | 38.63%-17.5pp | 1708.96%-1687.8pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,339 | $1,334+0.4% | $4,092-67.3% | $2,440-45.1% |
| Participant deferral / active EE | $5,006 | $2,384+110.0% | $3,603+39.0% | $3,607+38.8% |
| Admin fee / account holder | $2,413 | $3,549-32.0% | $5,464-55.8% | $5,124-52.9% |