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 | $88,506 | $69,207+27.9% | $64,056+38.2% | $139,434-36.5% |
| Participation rate | 92.3% | 75.6%+16.7pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 16.81% | 45.88%-29.1pp | 33.69%-16.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $4,436 | $3,182+39.4% | $2,747+61.5% | $4,751-6.6% |
| Participant deferral / active EE | $2,582 | $4,682-44.8% | $3,880-33.5% | $6,710-61.5% |
| Admin fee / account holder | $4,897 | $4,244+15.4% | $3,068+59.6% | $11,403-57.1% |