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 | $96,012 | $98,750-2.8% | $149,696-35.9% | $79,858+20.2% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 33.92% | 27.43%+6.5pp | 276.60%-242.7pp | 31.71%+2.2pp |
| Employer contribution / active EE | $6,222 | $3,216+93.4% | $4,644+34.0% | $2,471+151.8% |
| Participant deferral / active EE | $13,738 | $5,680+141.9% | $6,842+100.8% | $3,740+267.3% |
| Admin fee / account holder | $4,363 | $6,053-27.9% | $9,309-53.1% | $5,306-17.8% |