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 | $98,640 | $51,576+91.3% | $129,207-23.7% | $80,856+22.0% |
| Participation rate | 96.7% | 57.0%+39.7pp | 69.6%+27.1pp | 67.6%+29.0pp |
| Annual return | 24.31% | 20.81%+3.5pp | 9417.33%-9393.0pp | 35.59%-11.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,040 | $2,669+126.3% | $4,168+44.9% | $4,296+40.6% |
| Admin fee / account holder | $1,087 | $4,305-74.8% | $7,715-85.9% | $6,918-84.3% |