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 | $140,283 | $109,881+27.7% | $150,045-6.5% | $84,808+65.4% |
| Participation rate | 97.4% | 76.1%+21.3pp | 82.3%+15.0pp | 68.3%+29.1pp |
| Annual return | 21.10% | 28.25%-7.1pp | 62.55%-41.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $6,922 | $3,561+94.4% | $4,693+47.5% | $2,631+163.1% |
| Participant deferral / active EE | $14,624 | $6,636+120.4% | $7,997+82.9% | $4,212+247.2% |
| Admin fee / account holder | $5,430 | $8,568-36.6% | $13,435-59.6% | $7,344-26.1% |