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 | $133,238 | $89,753+48.4% | $107,525+23.9% | $84,808+57.1% |
| Participation rate | 82.4% | 68.1%+14.3pp | 75.1%+7.3pp | 68.3%+14.0pp |
| Annual return | 16.14% | 29.48%-13.3pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,297 | $3,113+5.9% | $3,754-12.2% | $2,631+25.3% |
| Participant deferral / active EE | $6,385 | $4,056+57.4% | $5,116+24.8% | $4,212+51.6% |
| Admin fee / account holder | $4,445 | $7,222-38.4% | $8,919-50.2% | $7,344-39.5% |