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 | $105,515 | $51,638+104.3% | $68,368+54.3% | $82,448+28.0% |
| Participation rate | 88.6% | 63.6%+25.0pp | 73.8%+14.8pp | 68.1%+20.5pp |
| Annual return | 15.10% | 37.53%-22.4pp | 292.57%-277.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $4,674 | $2,047+128.4% | $2,649+76.5% | $2,551+83.2% |
| Participant deferral / active EE | $7,440 | $2,914+155.4% | $4,123+80.5% | $4,139+79.7% |
| Admin fee / account holder | $11,211 | $4,643+141.4% | $5,150+117.7% | $7,234+55.0% |