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 | $94,315 | $70,428+33.9% | $96,562-2.3% | $85,850+9.9% |
| Participation rate | 98.8% | 61.8%+37.0pp | 69.8%+29.0pp | 69.3%+29.5pp |
| Annual return | 15.46% | 18.59%-3.1pp | 37.78%-22.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $5,768 | $1,413+308.2% | $2,356+144.8% | $2,565+124.9% |
| Participant deferral / active EE | $6,044 | $2,894+108.9% | $3,849+57.0% | $3,952+53.0% |
| Admin fee / account holder | $1,892 | $4,997-62.1% | $6,181-69.4% | $6,260-69.8% |