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 | $136,514 | $105,181+29.8% | $159,436-14.4% | $85,850+59.0% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.4pp | 69.3%+16.9pp |
| Annual return | 17.98% | 45.07%-27.1pp | 263.57%-245.6pp | 318.53%-300.6pp |
| Employer contribution / active EE | $6,320 | $3,318+90.5% | $4,829+30.9% | $2,565+146.4% |
| Participant deferral / active EE | $14,935 | $5,945+151.2% | $7,352+103.1% | $3,952+277.9% |
| Admin fee / account holder | $11,296 | $6,933+62.9% | $10,799+4.6% | $6,260+80.5% |