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 | $136,128 | $86,286+57.8% | $111,297+22.3% | $85,850+58.6% |
| Participation rate | 88.9% | 73.3%+15.6pp | 77.3%+11.6pp | 69.3%+19.6pp |
| Annual return | 15.16% | 19.99%-4.8pp | 54.65%-39.5pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,635 | $2,043+29.0% | $2,731-3.5% | $2,565+2.7% |
| Participant deferral / active EE | $6,100 | $3,641+67.5% | $4,487+35.9% | $3,952+54.4% |
| Admin fee / account holder | $17,373 | $8,188+112.2% | $7,964+118.1% | $6,260+177.5% |