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 | $93,607 | $56,114+66.8% | $96,139-2.6% | $85,850+9.0% |
| Participation rate | 82.1% | 56.7%+25.4pp | 68.4%+13.7pp | 69.3%+12.8pp |
| Annual return | 13.91% | 42.30%-28.4pp | 191.94%-178.0pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,662 | $1,620+64.3% | $2,797-4.8% | $2,565+3.8% |
| Participant deferral / active EE | $8,384 | $2,859+193.2% | $4,349+92.8% | $3,952+112.2% |
| Admin fee / account holder | $6,459 | $3,768+71.4% | $5,537+16.7% | $6,260+3.2% |