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 | $92,205 | $58,208+58.4% | $81,812+12.7% | $80,856+14.0% |
| Participation rate | 70.4% | 63.4%+7.0pp | 72.3%-2.0pp | 67.6%+2.7pp |
| Annual return | 14.72% | 41.66%-26.9pp | 773.79%-759.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,183 | $2,340+36.0% | $2,912+9.3% | $2,755+15.5% |
| Participant deferral / active EE | $7,292 | $3,281+122.2% | $4,319+68.8% | $4,296+69.7% |
| Admin fee / account holder | $8,010 | $4,981+60.8% | $7,386+8.4% | $6,918+15.8% |