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 | $140,329 | $109,881+27.7% | $150,045-6.5% | $84,808+65.5% |
| Participation rate | 80.8% | 76.1%+4.7pp | 82.3%-1.6pp | 68.3%+12.5pp |
| Annual return | 29.69% | 28.25%+1.4pp | 62.55%-32.9pp | 40.90%-11.2pp |
| Employer contribution / active EE | $9,234 | $3,561+159.3% | $4,693+96.8% | $2,631+251.0% |
| Participant deferral / active EE | $7,066 | $6,636+6.5% | $7,997-11.6% | $4,212+67.8% |
| Admin fee / account holder | $2,083 | $8,568-75.7% | $13,435-84.5% | $7,344-71.6% |