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 | $74,329 | $58,828+26.3% | $77,999-4.7% | $62,891+18.2% |
| Participation rate | 95.0% | 71.1%+23.9pp | 75.5%+19.5pp | 69.3%+25.7pp |
| Annual return | 8.03% | 17.16%-9.1pp | 425.96%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $4,796 | $1,672+186.9% | $2,470+94.2% | $2,281+110.3% |
| Participant deferral / active EE | $7,731 | $2,686+187.9% | $3,497+121.1% | $3,203+141.4% |
| Admin fee / account holder | $3,054 | $4,393-30.5% | $5,480-44.3% | $4,296-28.9% |