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 | $86,318 | $48,230+79.0% | $67,502+27.9% | $80,856+6.8% |
| Participation rate | 96.2% | 66.4%+29.8pp | 72.9%+23.3pp | 67.6%+28.5pp |
| Annual return | 17.61% | 18.28%-0.7pp | 3512.12%-3494.5pp | 35.59%-18.0pp |
| Employer contribution / active EE | $5,505 | $2,020+172.6% | $2,731+101.6% | $2,755+99.8% |
| Participant deferral / active EE | $6,309 | $2,924+115.8% | $4,000+57.7% | $4,296+46.9% |
| Admin fee / account holder | $430 | $3,681-88.3% | $3,998-89.3% | $6,918-93.8% |