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 4-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 | $131,340 | $25,014+425.1% | $69,701+88.4% | $80,874+62.4% |
| Participation rate | 70.0% | 64.2%+5.8pp | 66.4%+3.6pp | 67.6%+2.4pp |
| Annual return | 15.86% | 19.07%-3.2pp | 100.32%-84.5pp | 35.62%-19.8pp |
| Employer contribution / active EE | $2,112 | $993+112.7% | $1,713+23.3% | $2,756-23.4% |
| Participant deferral / active EE | $5,079 | $1,839+176.2% | $2,887+75.9% | $4,297+18.2% |
| Admin fee / account holder | $7,257 | $2,488+191.7% | $4,717+53.9% | $6,935+4.6% |