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 | $88,241 | $48,076+83.5% | $78,689+12.1% | $62,891+40.3% |
| Participation rate | 90.9% | 65.2%+25.7pp | 73.6%+17.3pp | 69.3%+21.6pp |
| Annual return | 5.30% | 31.35%-26.1pp | 62.18%-56.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $5,152 | $2,015+155.7% | $2,851+80.7% | $2,281+125.9% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,640 | $3,207+200.6% | $4,510+113.7% | $4,296+124.4% |