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 | $108,074 | $77,813+38.9% | $123,544-12.5% | $64,186+68.4% |
| Participation rate | 89.7% | 74.7%+15.0pp | 82.3%+7.4pp | 69.6%+20.2pp |
| Annual return | 80.96% | 12.48%+68.5pp | 119.20%-38.2pp | 7.63%+73.3pp |
| Employer contribution / active EE | $6,368 | $3,014+111.3% | $4,628+37.6% | $2,381+167.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $566 | $5,519-89.7% | $9,284-93.9% | $4,888-88.4% |