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 | $113,990 | $86,286+32.1% | $111,297+2.4% | $85,850+32.8% |
| Participation rate | 95.7% | 73.3%+22.4pp | 77.3%+18.4pp | 69.3%+26.4pp |
| Annual return | 17.38% | 19.99%-2.6pp | 54.65%-37.3pp | 318.53%-301.2pp |
| Employer contribution / active EE | $4,122 | $2,043+101.7% | $2,731+50.9% | $2,565+60.7% |
| Participant deferral / active EE | $7,398 | $3,641+103.2% | $4,487+64.9% | $3,952+87.2% |
| Admin fee / account holder | $11,576 | $8,188+41.4% | $7,964+45.4% | $6,260+84.9% |