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 | $160,667 | $98,750+62.7% | $149,696+7.3% | $79,858+101.2% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.5%-3.1pp | 69.6%+9.8pp |
| Annual return | 39.54% | 27.43%+12.1pp | 276.60%-237.1pp | 31.71%+7.8pp |
| Employer contribution / active EE | $4,705 | $3,216+46.3% | $4,644+1.3% | $2,471+90.4% |
| Participant deferral / active EE | $8,608 | $5,680+51.5% | $6,842+25.8% | $3,740+130.2% |
| Admin fee / account holder | $2,803 | $6,053-53.7% | $9,309-69.9% | $5,306-47.2% |