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 | $130,438 | $95,416+36.7% | $185,823-29.8% | $85,850+51.9% |
| Participation rate | 97.1% | 68.8%+28.3pp | 81.7%+15.4pp | 69.3%+27.7pp |
| Annual return | 14.85% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $8,854 | $3,314+167.2% | $5,167+71.3% | $2,565+245.2% |
| Participant deferral / active EE | $8,542 | $3,423+149.5% | $5,568+53.4% | $3,952+116.2% |
| Admin fee / account holder | $2,915 | $7,213-59.6% | $16,237-82.0% | $6,260-53.4% |