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 | $195,842 | $89,753+118.2% | $107,525+82.1% | $84,808+130.9% |
| Participation rate | 88.5% | 68.1%+20.4pp | 75.1%+13.4pp | 68.3%+20.2pp |
| Annual return | 15.56% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $13,365 | $3,113+329.3% | $3,754+256.1% | $2,631+408.0% |
| Participant deferral / active EE | $9,684 | $4,056+138.8% | $5,116+89.3% | $4,212+129.9% |
| Admin fee / account holder | $14,105 | $7,222+95.3% | $8,919+58.1% | $7,344+92.1% |