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 | $83,819 | $49,791+68.3% | $78,210+7.2% | $70,131+19.5% |
| Participation rate | 92.9% | 62.3%+30.6pp | 68.7%+24.1pp | 69.5%+23.3pp |
| Annual return | 21.51% | 20.75%+0.8pp | 40.90%-19.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $3,461 | $1,430+142.1% | $2,034+70.2% | $2,342+47.8% |
| Participant deferral / active EE | $7,609 | $2,150+253.8% | $2,823+169.6% | $3,332+128.4% |
| Admin fee / account holder | $5,492 | $3,181+72.7% | $3,758+46.1% | $4,645+18.2% |