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 | $138,717 | $81,632+69.9% | $70,449+96.9% | $158,922-12.7% |
| Participation rate | 88.2% | 77.7%+10.5pp | 75.1%+13.2pp | 82.0%+6.3pp |
| Annual return | 22.68% | 208.40%-185.7pp | 109.03%-86.3pp | 302.83%-280.1pp |
| Employer contribution / active EE | $1,674 | $3,217-48.0% | $2,737-38.8% | $4,761-64.8% |
| Participant deferral / active EE | $4,415 | $4,554-3.0% | $3,709+19.1% | $5,982-26.2% |
| Admin fee / account holder | $14,280 | $6,193+130.6% | $3,845+271.4% | $11,246+27.0% |