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 | $76,525 | $48,046+59.3% | $84,611-9.6% | $72,985+4.9% |
| Participation rate | 92.6% | 57.6%+35.0pp | 68.2%+24.4pp | 69.5%+23.1pp |
| Annual return | 20.33% | 37.38%-17.0pp | 258.74%-238.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $4,453 | $1,602+178.0% | $2,652+67.9% | $2,440+82.5% |
| Participant deferral / active EE | $4,847 | $2,680+80.8% | $3,899+24.3% | $3,607+34.4% |
| Admin fee / account holder | $1,602 | $3,395-52.8% | $4,912-67.4% | $5,124-68.7% |