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 | $154,228 | $106,515+44.8% | $96,683+59.5% | $139,434+10.6% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 15.02% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $18,805 | $4,103+358.3% | $3,737+403.3% | $4,751+295.8% |
| Participant deferral / active EE | $6,866 | $5,454+25.9% | $4,878+40.7% | $6,710+2.3% |
| Admin fee / account holder | $6,396 | $7,877-18.8% | $6,730-4.9% | $11,403-43.9% |