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 | $72,181 | $46,553+55.1% | $64,056+12.7% | $75,163-4.0% |
| Participation rate | 96.0% | 65.9%+30.1pp | 72.3%+23.7pp | 67.2%+28.8pp |
| Annual return | 20.44% | 26.03%-5.6pp | 33.69%-13.3pp | 160.62%-140.2pp |
| Employer contribution / active EE | $5,930 | $1,974+200.4% | $2,747+115.9% | $2,670+122.1% |
| Participant deferral / active EE | $6,143 | $2,837+116.6% | $3,880+58.3% | $4,125+48.9% |
| Admin fee / account holder | $9,709 | $2,952+228.9% | $3,068+216.5% | $5,651+71.8% |