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 | $136,235 | $87,037+56.5% | $106,201+28.3% | $80,874+68.5% |
| Participation rate | 97.1% | 70.4%+26.7pp | 75.3%+21.9pp | 67.6%+29.5pp |
| Annual return | 12.13% | 17.05%-4.9pp | 116.26%-104.1pp | 35.62%-23.5pp |
| Employer contribution / active EE | $2,405 | $2,396+0.4% | $3,170-24.1% | $2,756-12.7% |
| Participant deferral / active EE | $5,575 | $3,986+39.8% | $5,012+11.2% | $4,297+29.7% |
| Admin fee / account holder | $16,017 | $8,434+89.9% | $11,039+45.1% | $6,935+130.9% |