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 | $77,443 | $51,638+50.0% | $68,368+13.3% | $82,448-6.1% |
| Participation rate | 93.5% | 63.6%+29.9pp | 73.8%+19.8pp | 68.1%+25.5pp |
| Annual return | 40.57% | 37.53%+3.0pp | 292.57%-252.0pp | 41.64%-1.1pp |
| Employer contribution / active EE | $3,837 | $2,047+87.5% | $2,649+44.9% | $2,551+50.4% |
| Participant deferral / active EE | $10,860 | $2,914+272.7% | $4,123+163.4% | $4,139+162.4% |
| Admin fee / account holder | $14,377 | $4,643+209.6% | $5,150+179.2% | $7,234+98.7% |