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 | $83,242 | $56,053+48.5% | $75,972+9.6% | $80,856+2.9% |
| Participation rate | 85.7% | 62.0%+23.7pp | 69.1%+16.7pp | 67.6%+18.1pp |
| Annual return | 19.98% | 20.53%-0.6pp | 359.55%-339.6pp | 35.59%-15.6pp |
| Employer contribution / active EE | $1,533 | $1,874-18.2% | $2,685-42.9% | $2,755-44.4% |
| Participant deferral / active EE | $5,635 | $3,052+84.6% | $4,255+32.4% | $4,296+31.2% |
| Admin fee / account holder | $8,681 | $5,234+65.9% | $6,467+34.2% | $6,918+25.5% |