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 | $140,733 | $76,407+84.2% | $150,298-6.4% | $82,448+70.7% |
| Participation rate | 96.7% | 66.4%+30.3pp | 77.8%+18.9pp | 68.1%+28.6pp |
| Annual return | 16.95% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $6,525 | $2,614+149.6% | $4,154+57.1% | $2,551+155.8% |
| Participant deferral / active EE | $5,548 | $3,214+72.6% | $5,453+1.7% | $4,139+34.0% |
| Admin fee / account holder | $49,880 | $6,352+685.3% | $14,116+253.4% | $7,234+589.5% |