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 | $133,729 | $78,422+70.5% | $95,952+39.4% | $79,858+67.5% |
| Participation rate | 81.6% | 73.5%+8.1pp | 77.1%+4.5pp | 69.6%+11.9pp |
| Annual return | 13.48% | 19.37%-5.9pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,472 | $1,945-24.3% | $2,541-42.1% | $2,471-40.4% |
| Participant deferral / active EE | $5,550 | $3,440+61.3% | $4,167+33.2% | $3,740+48.4% |
| Admin fee / account holder | $6,901 | $5,622+22.8% | $6,795+1.6% | $5,306+30.1% |