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 | $98,519 | $78,422+25.6% | $95,952+2.7% | $79,858+23.4% |
| Participation rate | 97.1% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.5pp |
| Annual return | 18.29% | 19.37%-1.1pp | 91.61%-73.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $4,457 | $1,945+129.2% | $2,541+75.4% | $2,471+80.4% |
| Participant deferral / active EE | $8,512 | $3,440+147.4% | $4,167+104.3% | $3,740+127.6% |
| Admin fee / account holder | $1,890 | $5,622-66.4% | $6,795-72.2% | $5,306-64.4% |