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 | $167,772 | $54,705+206.7% | $71,209+135.6% | $84,808+97.8% |
| Participation rate | 94.6% | 64.1%+30.5pp | 73.8%+20.8pp | 68.3%+26.3pp |
| Annual return | 17.07% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,665 | $2,158+69.8% | $2,721+34.7% | $2,631+39.3% |
| Participant deferral / active EE | $11,679 | $3,030+285.4% | $4,175+179.7% | $4,212+177.3% |
| Admin fee / account holder | $27,150 | $4,863+458.2% | $5,349+407.6% | $7,344+269.7% |