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 | $134,850 | $48,795+176.4% | $65,493+105.9% | $84,808+59.0% |
| Participation rate | 70.8% | 67.0%+3.9pp | 73.1%-2.3pp | 68.3%+2.5pp |
| Annual return | 17.81% | 20.20%-2.4pp | 982.45%-964.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,645 | $1,930+88.9% | $2,574+41.6% | $2,631+38.5% |
| Participant deferral / active EE | $4,729 | $2,928+61.5% | $3,961+19.4% | $4,212+12.3% |
| Admin fee / account holder | $734 | $3,877-81.1% | $5,028-85.4% | $7,344-90.0% |