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 | $107,447 | $99,652+7.8% | $78,778+36.4% | $147,584-27.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 14.48% | 47.28%-32.8pp | 35.62%-21.1pp | 578.55%-564.1pp |
| Employer contribution / active EE | $4,186 | $2,796+49.7% | $1,986+110.8% | $4,876-14.2% |
| Participant deferral / active EE | $3,646 | $3,664-0.5% | $2,958+23.3% | $5,439-33.0% |
| Admin fee / account holder | $16,730 | $7,155+133.8% | $5,134+225.9% | $10,885+53.7% |