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 | $72,880 | $54,705+33.2% | $71,209+2.3% | $84,808-14.1% |
| Participation rate | 95.4% | 64.1%+31.3pp | 73.8%+21.6pp | 68.3%+27.1pp |
| Annual return | 13.59% | 35.90%-22.3pp | 282.51%-268.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,641 | $2,158+22.4% | $2,721-2.9% | $2,631+0.4% |
| Participant deferral / active EE | $6,201 | $3,030+104.6% | $4,175+48.5% | $4,212+47.2% |
| Admin fee / account holder | $20,555 | $4,863+322.6% | $5,349+284.3% | $7,344+179.9% |