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 | $107,050 | $77,899+37.4% | $149,673-28.5% | $75,163+42.4% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+29.0pp |
| Annual return | 19.63% | 31.72%-12.1pp | 134.42%-114.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $8,396 | $3,137+167.6% | $4,818+74.3% | $2,670+214.5% |
| Participant deferral / active EE | $6,096 | $3,411+78.7% | $5,680+7.3% | $4,125+47.8% |
| Admin fee / account holder | $303 | $5,956-94.9% | $13,210-97.7% | $5,651-94.6% |