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 | $102,154 | $93,170+9.6% | $100,534+1.6% | $84,808+20.5% |
| Participation rate | 96.6% | 75.8%+20.7pp | 80.6%+15.9pp | 68.3%+28.2pp |
| Annual return | 14.74% | 47.13%-32.4pp | 32.66%-17.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $6,763 | $3,985+69.7% | $4,346+55.6% | $2,631+157.1% |
| Participant deferral / active EE | $3,356 | $5,699-41.1% | $6,144-45.4% | $4,212-20.3% |
| Admin fee / account holder | $28,727 | $7,382+289.1% | $7,654+275.3% | $7,344+291.2% |