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 5-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 | $68,989 | $54,705+26.1% | $71,209-3.1% | $84,808-18.7% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.8%+6.2pp | 68.3%+11.7pp |
| Annual return | 32.86% | 35.90%-3.0pp | 282.51%-249.7pp | 40.90%-8.0pp |
| Employer contribution / active EE | $3,185 | $2,158+47.6% | $2,721+17.1% | $2,631+21.1% |
| Participant deferral / active EE | $7,672 | $3,030+153.2% | $4,175+83.7% | $4,212+82.2% |
| Admin fee / account holder | $12,357 | $4,863+154.1% | $5,349+131.0% | $7,344+68.3% |