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 | $54,705+92.9% | $71,209+48.2% | $84,808+24.4% |
| Participation rate | 88.6% | 64.1%+24.5pp | 73.8%+14.8pp | 68.3%+20.3pp |
| Annual return | 15.10% | 35.90%-20.8pp | 282.51%-267.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $4,674 | $2,158+116.6% | $2,721+71.8% | $2,631+77.7% |
| Participant deferral / active EE | $7,440 | $3,030+145.5% | $4,175+78.2% | $4,212+76.7% |
| Admin fee / account holder | $11,211 | $4,863+130.5% | $5,349+109.6% | $7,344+52.7% |