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 | $119,137 | $63,861+86.6% | $104,607+13.9% | $79,858+49.2% |
| Participation rate | 72.0% | 64.9%+7.1pp | 74.1%-2.1pp | 69.6%+2.4pp |
| Annual return | 15.13% | 21.30%-6.2pp | 340.46%-325.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,561 | $1,588+124.2% | $2,681+32.8% | $2,471+44.1% |
| Participant deferral / active EE | $3,994 | $2,693+48.3% | $3,740+6.8% | $3,740+6.8% |
| Admin fee / account holder | $1,307 | $4,185-68.8% | $6,473-79.8% | $5,306-75.4% |