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 | $143,627 | $86,286+66.5% | $111,297+29.0% | $85,850+67.3% |
| Participation rate | 92.9% | 73.3%+19.5pp | 77.3%+15.5pp | 69.3%+23.5pp |
| Annual return | 12.06% | 19.99%-7.9pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $7,124 | $2,043+248.7% | $2,731+160.8% | $2,565+177.7% |
| Participant deferral / active EE | $4,355 | $3,641+19.6% | $4,487-2.9% | $3,952+10.2% |
| Admin fee / account holder | $55,182 | $8,188+573.9% | $7,964+592.9% | $6,260+781.5% |