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 | $149,105 | $85,766+73.9% | $136,294+9.4% | $70,131+112.6% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 33.19% | 31.45%+1.7pp | 5155.94%-5122.8pp | 73.14%-40.0pp |
| Employer contribution / active EE | $2,913 | $2,966-1.8% | $4,695-38.0% | $2,342+24.3% |
| Participant deferral / active EE | $5,088 | $5,051+0.7% | $6,247-18.5% | $3,332+52.7% |
| Admin fee / account holder | $3,893 | $5,420-28.2% | $9,243-57.9% | $4,645-16.2% |