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 | $62,426 | $98,750-36.8% | $149,696-58.3% | $79,858-21.8% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 29.37% | 27.43%+1.9pp | 276.60%-247.2pp | 31.71%-2.3pp |
| Employer contribution / active EE | $9,752 | $3,216+203.2% | $4,644+110.0% | $2,471+294.7% |
| Participant deferral / active EE | $8,585 | $5,680+51.1% | $6,842+25.5% | $3,740+129.5% |
| Admin fee / account holder | $5,113 | $6,053-15.5% | $9,309-45.1% | $5,306-3.7% |