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 | $121,580 | $89,355+36.1% | $141,162-13.9% | $72,985+66.6% |
| Participation rate | 80.6% | 75.1%+5.4pp | 82.5%-1.9pp | 69.5%+11.1pp |
| Annual return | 21.87% | 111.85%-90.0pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,983 | $3,114+27.9% | $4,735-15.9% | $2,440+63.3% |
| Participant deferral / active EE | $8,771 | $5,418+61.9% | $6,709+30.7% | $3,607+143.1% |
| Admin fee / account holder | $3,130 | $5,958-47.5% | $10,261-69.5% | $5,124-38.9% |