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 | $132,409 | $98,750+34.1% | $149,696-11.5% | $79,858+65.8% |
| Participation rate | 85.5% | 75.8%+9.7pp | 82.5%+3.0pp | 69.6%+15.9pp |
| Annual return | 15.97% | 27.43%-11.5pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,497 | $3,216+8.7% | $4,644-24.7% | $2,471+41.5% |
| Participant deferral / active EE | $7,406 | $5,680+30.4% | $6,842+8.2% | $3,740+98.0% |
| Admin fee / account holder | $6,862 | $6,053+13.4% | $9,309-26.3% | $5,306+29.3% |