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 | $118,460 | $99,652+18.9% | $78,778+50.4% | $147,584-19.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 19.14% | 47.28%-28.1pp | 35.62%-16.5pp | 578.55%-559.4pp |
| Employer contribution / active EE | $9,677 | $2,796+246.1% | $1,986+387.4% | $4,876+98.4% |
| Participant deferral / active EE | $3,547 | $3,664-3.2% | $2,958+19.9% | $5,439-34.8% |
| Admin fee / account holder | $765 | $7,155-89.3% | $5,134-85.1% | $10,885-93.0% |