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 | $96,638 | $87,733+10.1% | $106,548-9.3% | $85,850+12.6% |
| Participation rate | 90.4% | 71.9%+18.5pp | 76.1%+14.3pp | 69.3%+21.1pp |
| Annual return | 18.35% | 21.86%-3.5pp | 26.80%-8.5pp | 318.53%-300.2pp |
| Employer contribution / active EE | $6,429 | $2,073+210.1% | $2,819+128.1% | $2,565+150.6% |
| Participant deferral / active EE | $8,647 | $3,469+149.2% | $4,398+96.6% | $3,952+118.8% |
| Admin fee / account holder | $13,151 | $6,767+94.3% | $7,407+77.5% | $6,260+110.1% |