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 | $117,241 | $78,705+49.0% | $117,854-0.5% | $70,131+67.2% |
| Participation rate | 96.0% | 73.2%+22.8pp | 79.7%+16.3pp | 69.5%+26.5pp |
| Annual return | 16.39% | 23.30%-6.9pp | 335.08%-318.7pp | 73.14%-56.7pp |
| Employer contribution / active EE | $5,606 | $2,223+152.2% | $3,786+48.1% | $2,342+139.3% |
| Participant deferral / active EE | $4,518 | $3,297+37.0% | $4,482+0.8% | $3,332+35.6% |
| Admin fee / account holder | $12,580 | $5,065+148.4% | $8,020+56.9% | $4,645+170.8% |