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 | $126,663 | $54,705+131.5% | $71,209+77.9% | $84,808+49.4% |
| Participation rate | 80.4% | 64.1%+16.4pp | 73.8%+6.7pp | 68.3%+12.1pp |
| Annual return | 15.38% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,956 | $2,158+83.3% | $2,721+45.4% | $2,631+50.3% |
| Participant deferral / active EE | $7,025 | $3,030+131.8% | $4,175+68.3% | $4,212+66.8% |
| Admin fee / account holder | $6,165 | $4,863+26.8% | $5,349+15.3% | $7,344-16.1% |