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 | $146,409 | $95,416+53.4% | $185,823-21.2% | $85,850+70.5% |
| Participation rate | 91.2% | 68.8%+22.4pp | 81.7%+9.5pp | 69.3%+21.9pp |
| Annual return | 13.73% | 23.59%-9.9pp | 122.05%-108.3pp | 318.53%-304.8pp |
| Employer contribution / active EE | $10,676 | $3,314+222.2% | $5,167+106.6% | $2,565+316.2% |
| Participant deferral / active EE | $9,265 | $3,423+170.6% | $5,568+66.4% | $3,952+134.5% |
| Admin fee / account holder | $15,663 | $7,213+117.2% | $16,237-3.5% | $6,260+150.2% |