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 | $86,939 | $217,402-60.0% | $185,823-53.2% | $167,490-48.1% |
| Participation rate | 90.5% | 86.0%+4.4pp | 81.7%+8.8pp | 82.1%+8.4pp |
| Annual return | 17.69% | 148.36%-130.7pp | 122.05%-104.4pp | 478.56%-460.9pp |
| Employer contribution / active EE | $11,318 | $5,873+92.7% | $5,167+119.0% | $4,837+134.0% |
| Participant deferral / active EE | $6,554 | $6,356+3.1% | $5,568+17.7% | $6,341+3.4% |
| Admin fee / account holder | $2,231 | $19,811-88.7% | $16,237-86.3% | $12,309-81.9% |