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 | $58,627+63.2% | $76,735+24.7% | $82,448+16.0% |
| Participation rate | 84.6% | 63.2%+21.4pp | 69.5%+15.1pp | 68.1%+16.5pp |
| Annual return | 54.28% | 39.10%+15.2pp | 29.77%+24.5pp | 41.64%+12.6pp |
| Employer contribution / active EE | $3,339 | $1,729+93.1% | $2,454+36.1% | $2,551+30.9% |
| Participant deferral / active EE | $9,688 | $3,134+209.2% | $4,088+137.0% | $4,139+134.1% |
| Admin fee / account holder | $28,726 | $5,323+439.7% | $7,189+299.6% | $7,234+297.1% |