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 | $115,780 | $58,828+96.8% | $77,999+48.4% | $62,891+84.1% |
| Participation rate | 82.1% | 71.1%+11.1pp | 75.5%+6.6pp | 69.3%+12.8pp |
| Annual return | 5.33% | 17.16%-11.8pp | 425.96%-420.6pp | 20.14%-14.8pp |
| Employer contribution / active EE | $5,357 | $1,672+220.5% | $2,470+116.9% | $2,281+134.9% |
| Participant deferral / active EE | $6,219 | $2,686+131.6% | $3,497+77.8% | $3,203+94.2% |
| Admin fee / account holder | $3,597 | $4,393-18.1% | $5,480-34.4% | $4,296-16.3% |