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 | $108,393 | $55,706+94.6% | $75,886+42.8% | $72,985+48.5% |
| Participation rate | 86.0% | 61.1%+24.9pp | 69.3%+16.7pp | 69.5%+16.5pp |
| Annual return | 26.38% | 27.59%-1.2pp | 30.76%-4.4pp | 81.00%-54.6pp |
| Employer contribution / active EE | $4,000 | $1,687+137.2% | $2,500+60.0% | $2,440+63.9% |
| Participant deferral / active EE | $4,257 | $2,634+61.6% | $3,603+18.2% | $3,607+18.0% |
| Admin fee / account holder | $860 | $3,978-78.4% | $5,418-84.1% | $5,124-83.2% |