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 | $107,418 | $51,638+108.0% | $68,368+57.1% | $82,448+30.3% |
| Participation rate | 97.6% | 63.6%+34.0pp | 73.8%+23.8pp | 68.1%+29.5pp |
| Annual return | 17.35% | 37.53%-20.2pp | 292.57%-275.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $5,083 | $2,047+148.4% | $2,649+91.9% | $2,551+99.3% |
| Participant deferral / active EE | $10,357 | $2,914+255.5% | $4,123+151.2% | $4,139+150.2% |
| Admin fee / account holder | $6,569 | $4,643+41.5% | $5,150+27.6% | $7,234-9.2% |