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 | $81,845 | $53,127+54.1% | $86,590-5.5% | $70,131+16.7% |
| Participation rate | 92.0% | 65.3%+26.7pp | 73.5%+18.5pp | 69.5%+22.5pp |
| Annual return | 18.85% | 27.66%-8.8pp | 964.84%-946.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $4,278 | $2,068+106.8% | $2,839+50.7% | $2,342+82.6% |
| Participant deferral / active EE | $6,734 | $2,696+149.8% | $3,609+86.6% | $3,332+102.1% |
| Admin fee / account holder | $1,026 | $3,585-71.4% | $4,906-79.1% | $4,645-77.9% |