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 | $92,401 | $48,230+91.6% | $67,502+36.9% | $80,856+14.3% |
| Participation rate | 78.1% | 66.4%+11.8pp | 72.9%+5.3pp | 67.6%+10.5pp |
| Annual return | 16.30% | 18.28%-2.0pp | 3512.12%-3495.8pp | 35.59%-19.3pp |
| Employer contribution / active EE | $8,906 | $2,020+341.0% | $2,731+226.1% | $2,755+223.3% |
| Participant deferral / active EE | $9,664 | $2,924+230.5% | $4,000+141.6% | $4,296+125.0% |
| Admin fee / account holder | $1,440 | $3,681-60.9% | $3,998-64.0% | $6,918-79.2% |