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 | $111,186 | $54,705+103.2% | $71,209+56.1% | $84,808+31.1% |
| Participation rate | 90.7% | 64.1%+26.6pp | 73.8%+16.9pp | 68.3%+22.4pp |
| Annual return | 15.30% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,902 | $2,158+34.5% | $2,721+6.7% | $2,631+10.3% |
| Participant deferral / active EE | $6,722 | $3,030+121.8% | $4,175+61.0% | $4,212+59.6% |
| Admin fee / account holder | $1,093 | $4,863-77.5% | $5,349-79.6% | $7,344-85.1% |