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 | $123,333 | $45,035+173.9% | $62,995+95.8% | $70,131+75.9% |
| Participation rate | 73.1% | 69.5%+3.6pp | 74.8%-1.7pp | 69.5%+3.5pp |
| Annual return | 18.43% | 18.76%-0.3pp | 87.57%-69.1pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,941 | $2,051+43.4% | $2,759+6.6% | $2,342+25.6% |
| Participant deferral / active EE | $7,233 | $2,465+193.5% | $3,329+117.3% | $3,332+117.1% |
| Admin fee / account holder | $1,323 | $2,834-53.3% | $3,600-63.2% | $4,645-71.5% |