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 | $123,932 | $65,041+90.5% | $90,951+36.3% | $79,858+55.2% |
| Participation rate | 88.2% | 61.6%+26.6pp | 69.0%+19.2pp | 69.6%+18.6pp |
| Annual return | 14.85% | 30.45%-15.6pp | 134.60%-119.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,654 | $1,247+112.8% | $2,122+25.1% | $2,471+7.4% |
| Participant deferral / active EE | $4,266 | $2,512+69.8% | $3,373+26.5% | $3,740+14.1% |
| Admin fee / account holder | $20,155 | $4,536+344.3% | $5,959+238.3% | $5,306+279.8% |