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 | $152,554 | $102,966+48.2% | $90,281+69.0% | $152,861-0.2% |
| Participation rate | 95.8% | 75.9%+20.0pp | 73.3%+22.6pp | 82.4%+13.4pp |
| Annual return | 10.35% | 95.16%-84.8pp | 78.10%-67.7pp | 345.32%-335.0pp |
| Employer contribution / active EE | $10,618 | $3,139+238.3% | $2,854+272.0% | $4,762+123.0% |
| Participant deferral / active EE | $6,689 | $4,281+56.2% | $3,885+72.2% | $5,850+14.3% |
| Admin fee / account holder | $3,568 | $6,171-42.2% | $5,351-33.3% | $11,596-69.2% |