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 | $117,566 | $85,766+37.1% | $136,294-13.7% | $70,131+67.6% |
| Participation rate | 79.2% | 74.2%+5.1pp | 81.9%-2.7pp | 69.5%+9.7pp |
| Annual return | 26.90% | 31.45%-4.6pp | 5155.94%-5129.0pp | 73.14%-46.2pp |
| Employer contribution / active EE | $7,546 | $2,966+154.4% | $4,695+60.7% | $2,342+222.1% |
| Participant deferral / active EE | $14,765 | $5,051+192.3% | $6,247+136.3% | $3,332+343.2% |
| Admin fee / account holder | $12,162 | $5,420+124.4% | $9,243+31.6% | $4,645+161.8% |