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 | $77,666 | $54,705+42.0% | $71,209+9.1% | $84,808-8.4% |
| Participation rate | 96.4% | 64.1%+32.4pp | 73.8%+22.7pp | 68.3%+28.1pp |
| Annual return | 15.97% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,969 | $2,158+176.6% | $2,721+119.4% | $2,631+126.9% |
| Participant deferral / active EE | $11,484 | $3,030+279.0% | $4,175+175.1% | $4,212+172.7% |
| Admin fee / account holder | $1,965 | $4,863-59.6% | $5,349-63.3% | $7,344-73.2% |