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 9-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 | $79,882 | $57,354+39.3% | $83,848-4.7% | $64,186+24.5% |
| Participation rate | 91.1% | 68.6%+22.5pp | 76.1%+14.9pp | 69.6%+21.5pp |
| Annual return | 12.16% | 11.38%+0.8pp | 850.88%-838.7pp | 7.63%+4.5pp |
| Employer contribution / active EE | $4,491 | $2,545+76.4% | $3,631+23.7% | $2,381+88.6% |
| Participant deferral / active EE | $3,722 | $2,993+24.3% | $4,082-8.8% | $3,470+7.3% |
| Admin fee / account holder | $2,739 | $4,046-32.3% | $5,478-50.0% | $4,888-44.0% |