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 | $86,984 | $102,616-15.2% | $81,983+6.1% | $158,922-45.3% |
| Participation rate | 93.3% | 75.5%+17.8pp | 69.2%+24.1pp | 82.0%+11.4pp |
| Annual return | 15.95% | 61.04%-45.1pp | 41.31%-25.4pp | 302.83%-286.9pp |
| Employer contribution / active EE | $8,473 | $3,240+161.5% | $2,498+239.2% | $4,761+78.0% |
| Participant deferral / active EE | $17,345 | $4,648+273.2% | $3,722+366.0% | $5,982+189.9% |
| Admin fee / account holder | $20,114 | $8,235+144.3% | $5,664+255.1% | $11,246+78.9% |