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 | $134,139 | $70,475+90.3% | $100,516+33.5% | $79,858+68.0% |
| Participation rate | 80.0% | 73.7%+6.3pp | 79.4%+0.6pp | 69.6%+10.4pp |
| Annual return | 36.94% | 21.90%+15.0pp | 30.89%+6.1pp | 31.71%+5.2pp |
| Employer contribution / active EE | $2,463 | $2,165+13.8% | $3,418-27.9% | $2,471-0.3% |
| Participant deferral / active EE | $4,994 | $5,181-3.6% | $6,270-20.4% | $3,740+33.5% |
| Admin fee / account holder | $1,040 | $4,478-76.8% | $8,081-87.1% | $5,306-80.4% |