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 | $149,481 | $95,416+56.7% | $185,823-19.6% | $85,850+74.1% |
| Participation rate | 97.1% | 68.8%+28.4pp | 81.7%+15.4pp | 69.3%+27.8pp |
| Annual return | 15.11% | 23.59%-8.5pp | 122.05%-106.9pp | 318.53%-303.4pp |
| Employer contribution / active EE | $4,571 | $3,314+38.0% | $5,167-11.5% | $2,565+78.2% |
| Participant deferral / active EE | $5,707 | $3,423+66.7% | $5,568+2.5% | $3,952+44.4% |
| Admin fee / account holder | $10,064 | $7,213+39.5% | $16,237-38.0% | $6,260+60.8% |