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 | $156,977 | $89,753+74.9% | $107,525+46.0% | $84,808+85.1% |
| Participation rate | 96.8% | 68.1%+28.7pp | 75.1%+21.7pp | 68.3%+28.5pp |
| Annual return | 20.66% | 29.48%-8.8pp | 181.32%-160.7pp | 40.90%-20.2pp |
| Employer contribution / active EE | $6,783 | $3,113+117.9% | $3,754+80.7% | $2,631+157.8% |
| Participant deferral / active EE | $6,360 | $4,056+56.8% | $5,116+24.3% | $4,212+51.0% |
| Admin fee / account holder | $4,185 | $7,222-42.1% | $8,919-53.1% | $7,344-43.0% |