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 | $113,598 | $77,899+45.8% | $149,673-24.1% | $75,163+51.1% |
| Participation rate | 89.7% | 65.6%+24.1pp | 78.8%+10.9pp | 67.2%+22.5pp |
| Annual return | 15.72% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $6,641 | $3,137+111.7% | $4,818+37.8% | $2,670+148.7% |
| Participant deferral / active EE | $6,371 | $3,411+86.8% | $5,680+12.2% | $4,125+54.5% |
| Admin fee / account holder | $4,957 | $5,956-16.8% | $13,210-62.5% | $5,651-12.3% |