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 | $77,193 | $53,127+45.3% | $86,590-10.9% | $70,131+10.1% |
| Participation rate | 97.4% | 65.3%+32.1pp | 73.5%+23.9pp | 69.5%+27.9pp |
| Annual return | 17.54% | 27.66%-10.1pp | 964.84%-947.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $3,411 | $2,068+64.9% | $2,839+20.1% | $2,342+45.6% |
| Participant deferral / active EE | $4,219 | $2,696+56.5% | $3,609+16.9% | $3,332+26.6% |
| Admin fee / account holder | $11,240 | $3,585+213.5% | $4,906+129.1% | $4,645+142.0% |