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 | $194,703 | $89,753+116.9% | $107,525+81.1% | $84,808+129.6% |
| Participation rate | 94.1% | 68.1%+26.1pp | 75.1%+19.0pp | 68.3%+25.8pp |
| Annual return | 18.84% | 29.48%-10.6pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $8,488 | $3,113+172.6% | $3,754+126.1% | $2,631+222.6% |
| Participant deferral / active EE | $10,436 | $4,056+157.3% | $5,116+104.0% | $4,212+147.8% |
| Admin fee / account holder | $1,546 | $7,222-78.6% | $8,919-82.7% | $7,344-78.9% |