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 | $82,612 | $54,705+51.0% | $71,209+16.0% | $84,808-2.6% |
| Participation rate | 93.6% | 64.1%+29.5pp | 73.8%+19.9pp | 68.3%+25.3pp |
| Annual return | 17.92% | 35.90%-18.0pp | 282.51%-264.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,300 | $2,158+99.2% | $2,721+58.0% | $2,631+63.4% |
| Participant deferral / active EE | $8,074 | $3,030+166.4% | $4,175+93.4% | $4,212+91.7% |
| Admin fee / account holder | $12,358 | $4,863+154.1% | $5,349+131.1% | $7,344+68.3% |