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 | $107,336 | $53,127+102.0% | $86,590+24.0% | $70,131+53.1% |
| Participation rate | 90.6% | 65.3%+25.3pp | 73.5%+17.1pp | 69.5%+21.1pp |
| Annual return | 14.52% | 27.66%-13.1pp | 964.84%-950.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $15,609 | $2,068+654.7% | $2,839+449.8% | $2,342+566.4% |
| Participant deferral / active EE | $3,226 | $2,696+19.7% | $3,609-10.6% | $3,332-3.2% |
| Admin fee / account holder | $3,321 | $3,585-7.4% | $4,906-32.3% | $4,645-28.5% |