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 | $92,214 | $51,638+78.6% | $68,368+34.9% | $82,448+11.8% |
| Participation rate | 74.5% | 63.6%+10.9pp | 73.8%+0.8pp | 68.1%+6.4pp |
| Annual return | 15.76% | 37.53%-21.8pp | 292.57%-276.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,724 | $2,047-15.8% | $2,649-34.9% | $2,551-32.4% |
| Participant deferral / active EE | $3,887 | $2,914+33.4% | $4,123-5.7% | $4,139-6.1% |
| Admin fee / account holder | $11,032 | $4,643+137.6% | $5,150+114.2% | $7,234+52.5% |