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 | $126,157 | $77,899+61.9% | $149,673-15.7% | $75,163+67.8% |
| Participation rate | 74.3% | 65.6%+8.7pp | 78.8%-4.5pp | 67.2%+7.1pp |
| Annual return | 14.32% | 31.72%-17.4pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,660 | $3,137-15.2% | $4,818-44.8% | $2,670-0.4% |
| Participant deferral / active EE | $5,322 | $3,411+56.0% | $5,680-6.3% | $4,125+29.0% |
| Admin fee / account holder | $7,577 | $5,956+27.2% | $13,210-42.6% | $5,651+34.1% |