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 | $80,336 | $53,127+51.2% | $86,590-7.2% | $70,131+14.6% |
| Participation rate | 85.7% | 65.3%+20.4pp | 73.5%+12.2pp | 69.5%+16.2pp |
| Annual return | 15.43% | 27.66%-12.2pp | 964.84%-949.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $2,710 | $2,068+31.0% | $2,839-4.5% | $2,342+15.7% |
| Participant deferral / active EE | $3,913 | $2,696+45.2% | $3,609+8.4% | $3,332+17.5% |
| Admin fee / account holder | $3,689 | $3,585+2.9% | $4,906-24.8% | $4,645-20.6% |