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 | $104,678 | $54,705+91.3% | $71,209+47.0% | $84,808+23.4% |
| Participation rate | 87.5% | 64.1%+23.4pp | 73.8%+13.7pp | 68.3%+19.2pp |
| Annual return | 19.43% | 35.90%-16.5pp | 282.51%-263.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $5,541 | $2,158+156.8% | $2,721+103.7% | $2,631+110.6% |
| Participant deferral / active EE | $12,567 | $3,030+314.7% | $4,175+201.0% | $4,212+198.4% |
| Admin fee / account holder | $6,137 | $4,863+26.2% | $5,349+14.7% | $7,344-16.4% |