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 | $120,813 | $84,233+43.4% | $170,442-29.1% | $70,131+72.3% |
| Participation rate | 92.0% | 70.8%+21.2pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 18.70% | 23.06%-4.4pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,032 | $3,387-40.0% | $5,433-62.6% | $2,342-13.2% |
| Participant deferral / active EE | $5,677 | $3,086+84.0% | $4,939+14.9% | $3,332+70.4% |
| Admin fee / account holder | $21,397 | $5,698+275.5% | $13,880+54.2% | $4,645+360.6% |