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 | $130,424 | $109,881+18.7% | $150,045-13.1% | $84,808+53.8% |
| Participation rate | 77.1% | 76.1%+1.0pp | 82.3%-5.2pp | 68.3%+8.8pp |
| Annual return | 27.11% | 28.25%-1.1pp | 62.55%-35.4pp | 40.90%-13.8pp |
| Employer contribution / active EE | $10,709 | $3,561+200.7% | $4,693+128.2% | $2,631+307.0% |
| Participant deferral / active EE | $13,975 | $6,636+110.6% | $7,997+74.7% | $4,212+231.8% |
| Admin fee / account holder | $17,996 | $8,568+110.0% | $13,435+34.0% | $7,344+145.1% |