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 | $99,117 | $91,190+8.7% | $178,490-44.5% | $79,858+24.1% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 43.96% | 24.19%+19.8pp | 151.07%-107.1pp | 31.71%+12.2pp |
| Employer contribution / active EE | $9,581 | $3,256+194.3% | $5,011+91.2% | $2,471+287.8% |
| Participant deferral / active EE | $5,237 | $3,236+61.8% | $5,202+0.7% | $3,740+40.0% |
| Admin fee / account holder | $1,002 | $6,751-85.2% | $13,984-92.8% | $5,306-81.1% |