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 | $138,743 | $114,381+21.3% | $107,525+29.0% | $142,382-2.6% |
| Participation rate | 72.2% | 78.1%-5.9pp | 75.1%-2.9pp | 80.1%-7.9pp |
| Annual return | 14.20% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $11,270 | $4,015+180.7% | $3,754+200.3% | $4,299+162.2% |
| Participant deferral / active EE | $8,195 | $5,564+47.3% | $5,116+60.2% | $6,507+25.9% |
| Admin fee / account holder | $16,370 | $9,860+66.0% | $8,919+83.5% | $12,624+29.7% |