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 | $100,148 | $56,053+78.7% | $75,972+31.8% | $80,856+23.9% |
| Participation rate | 97.8% | 62.0%+35.8pp | 69.1%+28.8pp | 67.6%+30.2pp |
| Annual return | 14.82% | 20.53%-5.7pp | 359.55%-344.7pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,305 | $1,874+23.0% | $2,685-14.2% | $2,755-16.3% |
| Participant deferral / active EE | $5,396 | $3,052+76.8% | $4,255+26.8% | $4,296+25.6% |
| Admin fee / account holder | $2,916 | $5,234-44.3% | $6,467-54.9% | $6,918-57.9% |