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 | $88,641 | $51,638+71.7% | $68,368+29.7% | $82,448+7.5% |
| Participation rate | 96.7% | 63.6%+33.1pp | 73.8%+22.9pp | 68.1%+28.6pp |
| Annual return | 21.22% | 37.53%-16.3pp | 292.57%-271.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $2,966 | $2,047+44.9% | $2,649+12.0% | $2,551+16.3% |
| Participant deferral / active EE | $10,084 | $2,914+246.1% | $4,123+144.6% | $4,139+143.6% |
| Admin fee / account holder | $1,443 | $4,643-68.9% | $5,150-72.0% | $7,234-80.0% |