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 | $86,051 | $54,705+57.3% | $71,209+20.8% | $84,808+1.5% |
| Participation rate | 86.1% | 64.1%+22.0pp | 73.8%+12.4pp | 68.3%+17.8pp |
| Annual return | 16.94% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,609 | $2,158+20.9% | $2,721-4.1% | $2,631-0.8% |
| Participant deferral / active EE | $11,460 | $3,030+278.2% | $4,175+174.5% | $4,212+172.1% |
| Admin fee / account holder | $2,314 | $4,863-52.4% | $5,349-56.7% | $7,344-68.5% |