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 | $129,604 | $62,672+106.8% | $185,117-30.0% | $70,131+84.8% |
| Participation rate | 94.1% | 63.8%+30.3pp | 77.3%+16.9pp | 69.5%+24.6pp |
| Annual return | 25.71% | 40.79%-15.1pp | 40.50%-14.8pp | 73.14%-47.4pp |
| Employer contribution / active EE | $8,417 | $1,753+380.1% | $4,182+101.3% | $2,342+259.3% |
| Participant deferral / active EE | $5,689 | $3,272+73.9% | $5,045+12.8% | $3,332+70.8% |
| Admin fee / account holder | $12,049 | $3,932+206.5% | $8,159+47.7% | $4,645+159.4% |