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 | $135,708 | $85,202+59.3% | $172,739-21.4% | $72,985+85.9% |
| Participation rate | 78.0% | 70.1%+8.0pp | 82.6%-4.6pp | 69.5%+8.6pp |
| Annual return | 18.79% | 27.32%-8.5pp | 802.84%-784.1pp | 81.00%-62.2pp |
| Employer contribution / active EE | $2,981 | $3,324-10.3% | $5,143-42.0% | $2,440+22.2% |
| Participant deferral / active EE | $5,270 | $3,260+61.6% | $5,198+1.4% | $3,607+46.1% |
| Admin fee / account holder | $2,906 | $5,884-50.6% | $13,954-79.2% | $5,124-43.3% |