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 | $142,308 | $85,766+65.9% | $136,294+4.4% | $70,131+102.9% |
| Participation rate | 89.2% | 74.2%+15.0pp | 81.9%+7.3pp | 69.5%+19.6pp |
| Annual return | 21.51% | 31.45%-9.9pp | 5155.94%-5134.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $2,505 | $2,966-15.5% | $4,695-46.6% | $2,342+6.9% |
| Participant deferral / active EE | $8,324 | $5,051+64.8% | $6,247+33.2% | $3,332+149.8% |
| Admin fee / account holder | $9,644 | $5,420+77.9% | $9,243+4.3% | $4,645+107.6% |