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 | $128,959 | $84,233+53.1% | $170,442-24.3% | $70,131+83.9% |
| Participation rate | 81.8% | 70.8%+11.0pp | 83.6%-1.8pp | 69.5%+12.3pp |
| Annual return | 15.24% | 23.06%-7.8pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $6,579 | $3,387+94.2% | $5,433+21.1% | $2,342+180.8% |
| Participant deferral / active EE | $3,905 | $3,086+26.5% | $4,939-20.9% | $3,332+17.2% |
| Admin fee / account holder | $345 | $5,698-94.0% | $13,880-97.5% | $4,645-92.6% |