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 | $112,649 | $89,753+25.5% | $107,525+4.8% | $84,808+32.8% |
| Participation rate | 87.5% | 68.1%+19.4pp | 75.1%+12.4pp | 68.3%+19.2pp |
| Annual return | 18.20% | 29.48%-11.3pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $8,177 | $3,113+162.6% | $3,754+117.8% | $2,631+210.8% |
| Participant deferral / active EE | $3,353 | $4,056-17.3% | $5,116-34.5% | $4,212-20.4% |
| Admin fee / account holder | $10,563 | $7,222+46.3% | $8,919+18.4% | $7,344+43.8% |