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 | $95,355 | $53,127+79.5% | $86,590+10.1% | $70,131+36.0% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 24.93% | 27.66%-2.7pp | 964.84%-939.9pp | 73.14%-48.2pp |
| Employer contribution / active EE | $3,169 | $2,068+53.2% | $2,839+11.6% | $2,342+35.3% |
| Participant deferral / active EE | $9,063 | $2,696+236.2% | $3,609+151.1% | $3,332+172.0% |
| Admin fee / account holder | $12,211 | $3,585+240.6% | $4,906+148.9% | $4,645+162.9% |