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 | $128,552 | $89,753+43.2% | $107,525+19.6% | $84,808+51.6% |
| Participation rate | 81.4% | 68.1%+13.3pp | 75.1%+6.3pp | 68.3%+13.1pp |
| Annual return | 21.17% | 29.48%-8.3pp | 181.32%-160.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $2,757 | $3,113-11.5% | $3,754-26.6% | $2,631+4.8% |
| Participant deferral / active EE | $6,969 | $4,056+71.8% | $5,116+36.2% | $4,212+65.5% |
| Admin fee / account holder | $1,493 | $7,222-79.3% | $8,919-83.3% | $7,344-79.7% |