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 | $97,728 | $54,705+78.6% | $71,209+37.2% | $84,808+15.2% |
| Participation rate | 84.1% | 64.1%+20.0pp | 73.8%+10.3pp | 68.3%+15.8pp |
| Annual return | 17.34% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $5,343 | $2,158+147.6% | $2,721+96.4% | $2,631+103.1% |
| Participant deferral / active EE | $6,195 | $3,030+104.4% | $4,175+48.4% | $4,212+47.1% |
| Admin fee / account holder | $1,342 | $4,863-72.4% | $5,349-74.9% | $7,344-81.7% |