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 | $142,351 | $85,766+66.0% | $136,294+4.4% | $70,131+103.0% |
| Participation rate | 87.9% | 74.2%+13.7pp | 81.9%+6.0pp | 69.5%+18.3pp |
| Annual return | 15.17% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,215 | $2,966-59.0% | $4,695-74.1% | $2,342-48.1% |
| Participant deferral / active EE | $5,861 | $5,051+16.0% | $6,247-6.2% | $3,332+75.9% |
| Admin fee / account holder | $13,134 | $5,420+142.3% | $9,243+42.1% | $4,645+182.7% |