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 | $81,844 | $29,660+175.9% | $56,411+45.1% | $80,856+1.2% |
| Participation rate | 96.6% | 41.6%+54.9pp | 52.5%+44.1pp | 67.6%+28.9pp |
| Annual return | 10.85% | 35.23%-24.4pp | 1701.33%-1690.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,561 | $669+432.0% | $1,039+242.8% | $2,755+29.3% |
| Participant deferral / active EE | $10,306 | $1,226+740.6% | $1,952+428.0% | $4,296+139.9% |
| Admin fee / account holder | $8,194 | $2,428+237.5% | $2,829+189.6% | $6,918+18.4% |