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 | $81,211 | $109,881-26.1% | $150,045-45.9% | $84,808-4.2% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 17.00% | 28.25%-11.2pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $7,570 | $3,561+112.6% | $4,693+61.3% | $2,631+187.7% |
| Participant deferral / active EE | $9,700 | $6,636+46.2% | $7,997+21.3% | $4,212+130.3% |
| Admin fee / account holder | $14,390 | $8,568+67.9% | $13,435+7.1% | $7,344+95.9% |