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 | $148,705 | $84,233+76.5% | $170,442-12.8% | $70,131+112.0% |
| Participation rate | 93.5% | 70.8%+22.7pp | 83.6%+10.0pp | 69.5%+24.0pp |
| Annual return | 16.35% | 23.06%-6.7pp | 205.93%-189.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $7,618 | $3,387+124.9% | $5,433+40.2% | $2,342+225.2% |
| Participant deferral / active EE | $4,940 | $3,086+60.1% | $4,9390% | $3,332+48.3% |
| Admin fee / account holder | $4,883 | $5,698-14.3% | $13,880-64.8% | $4,645+5.1% |