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 | $172,260 | $100,773+70.9% | $88,946+93.7% | $142,382+21.0% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 22.74% | 70.18%-47.4pp | 57.82%-35.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $6,619 | $2,918+126.9% | $2,555+159.1% | $4,299+54.0% |
| Participant deferral / active EE | $11,782 | $5,230+125.3% | $4,581+157.2% | $6,507+81.1% |
| Admin fee / account holder | $16,238 | $9,693+67.5% | $8,261+96.6% | $12,624+28.6% |