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 | $95,656 | $60,892+57.1% | $82,389+16.1% | $84,808+12.8% |
| Participation rate | 84.6% | 63.3%+21.3pp | 69.5%+15.1pp | 68.3%+16.3pp |
| Annual return | 54.28% | 37.29%+17.0pp | 28.67%+25.6pp | 40.90%+13.4pp |
| Employer contribution / active EE | $3,339 | $1,779+87.7% | $2,517+32.7% | $2,631+26.9% |
| Participant deferral / active EE | $9,688 | $3,179+204.8% | $4,155+133.2% | $4,212+130.0% |
| Admin fee / account holder | $28,726 | $5,467+425.4% | $7,231+297.3% | $7,344+291.2% |