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 | $98,719 | $90,503+9.1% | $78,689+25.5% | $273,961-64.0% |
| Participation rate | 95.5% | 76.5%+18.9pp | 73.6%+21.9pp | 83.0%+12.4pp |
| Annual return | 9.45% | 75.60%-66.2pp | 62.18%-52.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $8,389 | $3,176+164.2% | $2,851+194.3% | $4,869+72.3% |
| Participant deferral / active EE | $4,800 | $3,901+23.0% | $3,517+36.5% | $5,287-9.2% |
| Admin fee / account holder | $6,124 | $5,263+16.4% | $4,510+35.8% | $10,132-39.6% |