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 | $147,509 | $78,672+87.5% | $109,143+35.2% | $85,850+71.8% |
| Participation rate | 96.3% | 68.3%+28.0pp | 75.9%+20.4pp | 69.3%+27.0pp |
| Annual return | 15.82% | 25.09%-9.3pp | 25.75%-9.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $7,600 | $2,735+177.9% | $3,722+104.2% | $2,565+196.3% |
| Participant deferral / active EE | $4,787 | $3,467+38.1% | $4,653+2.9% | $3,952+21.1% |
| Admin fee / account holder | $7,259 | $5,469+32.7% | $6,752+7.5% | $6,260+16.0% |