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 | $121,803 | $88,672+37.4% | $105,223+15.8% | $82,448+47.7% |
| Participation rate | 96.0% | 67.9%+28.1pp | 75.0%+21.0pp | 68.1%+27.9pp |
| Annual return | 17.94% | 30.86%-12.9pp | 180.65%-162.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $7,613 | $3,048+149.8% | $3,689+106.4% | $2,551+198.4% |
| Participant deferral / active EE | $5,830 | $4,036+44.5% | $5,072+15.0% | $4,139+40.9% |
| Admin fee / account holder | $10,965 | $7,146+53.4% | $8,859+23.8% | $7,234+51.6% |