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 | $96,523 | $109,881-12.2% | $150,045-35.7% | $84,808+13.8% |
| Participation rate | 93.0% | 76.1%+16.9pp | 82.3%+10.7pp | 68.3%+24.7pp |
| Annual return | 19.84% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $8,381 | $3,561+135.4% | $4,693+78.6% | $2,631+218.6% |
| Participant deferral / active EE | $13,456 | $6,636+102.8% | $7,997+68.3% | $4,212+219.5% |
| Admin fee / account holder | $20,014 | $8,568+133.6% | $13,435+49.0% | $7,344+172.5% |