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 | $111,660 | $65,365+70.8% | $92,893+20.2% | $72,985+53.0% |
| Participation rate | 97.0% | 68.3%+28.7pp | 76.0%+21.0pp | 69.5%+27.5pp |
| Annual return | 20.66% | 42.10%-21.4pp | 109.41%-88.8pp | 81.00%-60.3pp |
| Employer contribution / active EE | $7,685 | $2,594+196.3% | $3,653+110.4% | $2,440+215.0% |
| Participant deferral / active EE | $3,454 | $3,128+10.4% | $4,236-18.5% | $3,607-4.2% |
| Admin fee / account holder | $1,845 | $4,251-56.6% | $5,794-68.1% | $5,124-64.0% |