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 | $86,219 | $48,046+79.4% | $84,611+1.9% | $72,985+18.1% |
| Participation rate | 92.0% | 57.6%+34.4pp | 68.2%+23.8pp | 69.5%+22.5pp |
| Annual return | 23.41% | 37.38%-14.0pp | 258.74%-235.3pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,117 | $1,602+94.6% | $2,652+17.5% | $2,440+27.8% |
| Participant deferral / active EE | $5,049 | $2,680+88.4% | $3,899+29.5% | $3,607+40.0% |
| Admin fee / account holder | $2,493 | $3,395-26.6% | $4,912-49.3% | $5,124-51.4% |