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 | $129,874 | $83,337+55.8% | $67,834+91.5% | $273,961-52.6% |
| Participation rate | 91.7% | 76.4%+15.2pp | 68.8%+22.9pp | 83.0%+8.7pp |
| Annual return | 7.67% | 259.45%-251.8pp | 138.47%-130.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $4,057 | $3,287+23.4% | $2,403+68.8% | $4,869-16.7% |
| Participant deferral / active EE | $6,788 | $4,088+66.0% | $3,160+114.8% | $5,287+28.4% |
| Admin fee / account holder | $7,596 | $6,752+12.5% | $4,622+64.3% | $10,132-25.0% |