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 | $73,353 | $54,705+34.1% | $71,209+3.0% | $84,808-13.5% |
| Participation rate | 97.2% | 64.1%+33.1pp | 73.8%+23.4pp | 68.3%+28.9pp |
| Annual return | 16.50% | 35.90%-19.4pp | 282.51%-266.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,558 | $2,158+64.9% | $2,721+30.8% | $2,631+35.2% |
| Participant deferral / active EE | $3,194 | $3,030+5.4% | $4,175-23.5% | $4,212-24.2% |
| Admin fee / account holder | $4,826 | $4,863-0.8% | $5,349-9.8% | $7,344-34.3% |