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 | $146,828 | $95,416+53.9% | $185,823-21.0% | $85,850+71.0% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 14.27% | 23.59%-9.3pp | 122.05%-107.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $4,134 | $3,314+24.8% | $5,167-20.0% | $2,565+61.2% |
| Participant deferral / active EE | $8,544 | $3,423+149.6% | $5,568+53.5% | $3,952+116.2% |
| Admin fee / account holder | $32,717 | $7,213+353.6% | $16,237+101.5% | $6,260+422.6% |