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 | $92,366 | $65,041+42.0% | $90,951+1.6% | $79,858+15.7% |
| Participation rate | 82.4% | 61.6%+20.7pp | 69.0%+13.3pp | 69.6%+12.7pp |
| Annual return | 12.41% | 30.45%-18.0pp | 134.60%-122.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $5,673 | $1,247+354.9% | $2,122+167.3% | $2,471+129.6% |
| Participant deferral / active EE | $4,252 | $2,512+69.3% | $3,373+26.1% | $3,740+13.7% |
| Admin fee / account holder | $682 | $4,536-85.0% | $5,959-88.6% | $5,306-87.1% |