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 | $104,064 | $72,277+44.0% | $101,248+2.8% | $79,858+30.3% |
| Participation rate | 96.4% | 68.5%+28.0pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 14.16% | 22.30%-8.1pp | 46.47%-32.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $8,608 | $2,692+219.8% | $3,660+135.2% | $2,471+248.4% |
| Participant deferral / active EE | $2,691 | $3,282-18.0% | $4,370-38.4% | $3,740-28.0% |
| Admin fee / account holder | $5,926 | $4,400+34.7% | $5,945-0.3% | $5,306+11.7% |