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 | $86,492 | $48,795+77.3% | $65,493+32.1% | $84,808+2.0% |
| Participation rate | 97.6% | 67.0%+30.6pp | 73.1%+24.5pp | 68.3%+29.3pp |
| Annual return | 12.72% | 20.20%-7.5pp | 982.45%-969.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,431 | $1,930+77.8% | $2,574+33.3% | $2,631+30.4% |
| Participant deferral / active EE | $4,421 | $2,928+51.0% | $3,961+11.6% | $4,212+5.0% |
| Admin fee / account holder | $1,804 | $3,877-53.5% | $5,028-64.1% | $7,344-75.4% |