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 | $89,753+35.7% | $107,525+13.3% | $84,808+43.6% |
| Participation rate | 96.0% | 68.1%+27.9pp | 75.1%+20.9pp | 68.3%+27.7pp |
| Annual return | 17.94% | 29.48%-11.5pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $7,613 | $3,113+144.5% | $3,754+102.8% | $2,631+189.4% |
| Participant deferral / active EE | $5,830 | $4,056+43.7% | $5,116+14.0% | $4,212+38.4% |
| Admin fee / account holder | $10,965 | $7,222+51.8% | $8,919+22.9% | $7,344+49.3% |