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 | $156,928 | $88,672+77.0% | $105,223+49.1% | $82,448+90.3% |
| Participation rate | 71.9% | 67.9%+4.0pp | 75.0%-3.2pp | 68.1%+3.8pp |
| Annual return | 19.61% | 30.86%-11.2pp | 180.65%-161.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $4,923 | $3,048+61.5% | $3,689+33.5% | $2,551+93.0% |
| Participant deferral / active EE | $8,156 | $4,036+102.1% | $5,072+60.8% | $4,139+97.0% |
| Admin fee / account holder | $4,882 | $7,146-31.7% | $8,859-44.9% | $7,234-32.5% |