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 | $123,917 | $85,022+45.7% | $70,515+75.7% | $139,434-11.1% |
| Participation rate | 77.8% | 73.9%+3.9pp | 68.3%+9.4pp | 80.3%-2.5pp |
| Annual return | 18.79% | 30.38%-11.6pp | 32.77%-14.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $4,586 | $3,909+17.3% | $2,973+54.2% | $4,751-3.5% |
| Participant deferral / active EE | $13,568 | $5,890+130.3% | $4,567+197.1% | $6,710+102.2% |
| Admin fee / account holder | $835 | $8,906-90.6% | $6,412-87.0% | $11,403-92.7% |