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 | $66,265 | $47,479+39.6% | $62,929+5.3% | $82,448-19.6% |
| Participation rate | 98.0% | 66.9%+31.1pp | 73.1%+24.9pp | 68.1%+29.9pp |
| Annual return | 16.42% | 20.34%-3.9pp | 1063.93%-1047.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $3,737 | $1,885+98.2% | $2,505+49.2% | $2,551+46.5% |
| Participant deferral / active EE | $5,317 | $2,870+85.2% | $3,888+36.8% | $4,139+28.5% |
| Admin fee / account holder | $1,603 | $3,804-57.9% | $5,065-68.3% | $7,234-77.8% |