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 | $88,815 | $51,638+72.0% | $68,368+29.9% | $82,448+7.7% |
| Participation rate | 97.6% | 63.6%+34.0pp | 73.8%+23.8pp | 68.1%+29.5pp |
| Annual return | 17.52% | 37.53%-20.0pp | 292.57%-275.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $5,565 | $2,047+171.9% | $2,649+110.1% | $2,551+118.2% |
| Participant deferral / active EE | $11,153 | $2,914+282.8% | $4,123+170.5% | $4,139+169.4% |
| Admin fee / account holder | $14,003 | $4,643+201.6% | $5,150+171.9% | $7,234+93.6% |