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 | $113,032 | $48,795+131.6% | $65,493+72.6% | $84,808+33.3% |
| Participation rate | 83.8% | 67.0%+16.8pp | 73.1%+10.7pp | 68.3%+15.4pp |
| Annual return | 18.74% | 20.20%-1.5pp | 982.45%-963.7pp | 40.90%-22.2pp |
| Employer contribution / active EE | $4,714 | $1,930+144.3% | $2,574+83.1% | $2,631+79.2% |
| Participant deferral / active EE | $11,930 | $2,928+307.4% | $3,961+201.2% | $4,212+183.3% |
| Admin fee / account holder | $8,166 | $3,877+110.6% | $5,028+62.4% | $7,344+11.2% |