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 | $109,639 | $80,673+35.9% | $101,326+8.2% | $84,808+29.3% |
| Participation rate | 93.5% | 77.8%+15.8pp | 81.5%+12.1pp | 68.3%+25.2pp |
| Annual return | 14.77% | 38.95%-24.2pp | 36.82%-22.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,891 | $2,698+44.2% | $3,665+6.2% | $2,631+47.9% |
| Participant deferral / active EE | $9,452 | $6,840+38.2% | $7,994+18.2% | $4,212+124.4% |
| Admin fee / account holder | $19,065 | $12,784+49.1% | $11,185+70.5% | $7,344+159.6% |