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 | $152,070 | $109,881+38.4% | $150,045+1.3% | $84,808+79.3% |
| Participation rate | 91.9% | 76.1%+15.8pp | 82.3%+9.6pp | 68.3%+23.6pp |
| Annual return | 15.56% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $6,671 | $3,561+87.3% | $4,693+42.1% | $2,631+153.6% |
| Participant deferral / active EE | $12,484 | $6,636+88.1% | $7,997+56.1% | $4,212+196.4% |
| Admin fee / account holder | $12,205 | $8,568+42.4% | $13,435-9.2% | $7,344+66.2% |