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 | $107,140 | $78,422+36.6% | $95,952+11.7% | $79,858+34.2% |
| Participation rate | 94.4% | 73.5%+21.0pp | 77.1%+17.4pp | 69.6%+24.8pp |
| Annual return | 16.32% | 19.37%-3.1pp | 91.61%-75.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,829 | $1,945+96.9% | $2,541+50.7% | $2,471+55.0% |
| Participant deferral / active EE | $9,550 | $3,440+177.6% | $4,167+129.2% | $3,740+155.3% |
| Admin fee / account holder | $4,304 | $5,622-23.4% | $6,795-36.7% | $5,306-18.9% |