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 | $162,957 | $89,753+81.6% | $107,525+51.6% | $84,808+92.1% |
| Participation rate | 89.3% | 68.1%+21.2pp | 75.1%+14.2pp | 68.3%+21.0pp |
| Annual return | 14.08% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,120 | $3,113+32.3% | $3,754+9.8% | $2,631+56.6% |
| Participant deferral / active EE | $8,489 | $4,056+109.3% | $5,116+65.9% | $4,212+101.6% |
| Admin fee / account holder | $66,453 | $7,222+820.1% | $8,919+645.1% | $7,344+804.9% |