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 | $138,963 | $109,881+26.5% | $150,045-7.4% | $84,808+63.9% |
| Participation rate | 81.3% | 76.1%+5.2pp | 82.3%-1.1pp | 68.3%+12.9pp |
| Annual return | 16.94% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $6,555 | $3,561+84.1% | $4,693+39.7% | $2,631+149.1% |
| Participant deferral / active EE | $6,774 | $6,636+2.1% | $7,997-15.3% | $4,212+60.8% |
| Admin fee / account holder | $5,248 | $8,568-38.7% | $13,435-60.9% | $7,344-28.5% |