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 | $133,056 | $98,750+34.7% | $149,696-11.1% | $79,858+66.6% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.5%+12.6pp | 69.6%+25.5pp |
| Annual return | 12.71% | 27.43%-14.7pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $4,779 | $3,216+48.6% | $4,644+2.9% | $2,471+93.4% |
| Participant deferral / active EE | $8,508 | $5,680+49.8% | $6,842+24.3% | $3,740+127.5% |
| Admin fee / account holder | $22,591 | $6,053+273.2% | $9,309+142.7% | $5,306+325.7% |