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 | $100,508 | $95,416+5.3% | $185,823-45.9% | $85,850+17.1% |
| Participation rate | 93.1% | 68.8%+24.3pp | 81.7%+11.4pp | 69.3%+23.8pp |
| Annual return | 16.23% | 23.59%-7.4pp | 122.05%-105.8pp | 318.53%-302.3pp |
| Employer contribution / active EE | $7,417 | $3,314+123.8% | $5,167+43.5% | $2,565+189.1% |
| Participant deferral / active EE | $5,585 | $3,423+63.1% | $5,568+0.3% | $3,952+41.3% |
| Admin fee / account holder | $4,859 | $7,213-32.6% | $16,237-70.1% | $6,260-22.4% |