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 | $89,835 | $67,606+32.9% | $82,313+9.1% | $70,131+28.1% |
| Participation rate | 93.9% | 72.8%+21.2pp | 76.9%+17.0pp | 69.5%+24.4pp |
| Annual return | 17.25% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $3,425 | $1,755+95.2% | $2,428+41.0% | $2,342+46.2% |
| Participant deferral / active EE | $9,391 | $2,987+214.4% | $3,706+153.4% | $3,332+181.9% |
| Admin fee / account holder | $19,181 | $4,512+325.1% | $5,608+242.0% | $4,645+312.9% |