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 | $96,084 | $81,632+17.7% | $70,449+36.4% | $158,922-39.5% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 9.75% | 208.40%-198.6pp | 109.03%-99.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $9,119 | $3,217+183.4% | $2,737+233.2% | $4,761+91.5% |
| Participant deferral / active EE | $8,504 | $4,554+86.8% | $3,709+129.3% | $5,982+42.2% |
| Admin fee / account holder | $8,170 | $6,193+31.9% | $3,845+112.5% | $11,246-27.3% |