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 | $23,734 | $232,540-89.8% | $185,117-87.2% | $147,584-83.9% |
| Participation rate | 90.9% | 82.4%+8.6pp | 77.3%+13.6pp | 82.8%+8.1pp |
| Annual return | 15.73% | 43.03%-27.3pp | 40.50%-24.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $8,616 | $5,195+65.8% | $4,182+106.0% | $4,876+76.7% |
| Participant deferral / active EE | $10,370 | $5,834+77.8% | $5,045+105.5% | $5,439+90.7% |
| Admin fee / account holder | $1,116 | $10,275-89.1% | $8,159-86.3% | $10,885-89.7% |