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 | $88,171 | $48,795+80.7% | $65,493+34.6% | $84,808+4.0% |
| Participation rate | 87.5% | 67.0%+20.5pp | 73.1%+14.4pp | 68.3%+19.2pp |
| Annual return | 19.35% | 20.20%-0.9pp | 982.45%-963.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,420 | $1,930+25.4% | $2,574-6.0% | $2,631-8.0% |
| Participant deferral / active EE | $5,653 | $2,928+93.0% | $3,961+42.7% | $4,212+34.2% |
| Admin fee / account holder | $5,011 | $3,877+29.2% | $5,028-0.3% | $7,344-31.8% |