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 | $153,439 | $58,828+160.8% | $77,999+96.7% | $62,891+144.0% |
| Participation rate | 90.7% | 71.1%+19.6pp | 75.5%+15.2pp | 69.3%+21.4pp |
| Annual return | 11.01% | 17.16%-6.1pp | 425.96%-415.0pp | 20.14%-9.1pp |
| Employer contribution / active EE | $3,272 | $1,672+95.7% | $2,470+32.5% | $2,281+43.4% |
| Participant deferral / active EE | $6,002 | $2,686+123.5% | $3,497+71.6% | $3,203+87.4% |
| Admin fee / account holder | $3,409 | $4,393-22.4% | $5,480-37.8% | $4,296-20.6% |