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 | $80,238 | $53,516+49.9% | $126,539-36.6% | $84,808-5.4% |
| Participation rate | 92.3% | 58.2%+34.1pp | 69.8%+22.5pp | 68.3%+24.0pp |
| Annual return | 19.57% | 58.34%-38.8pp | 425.95%-406.4pp | 40.90%-21.3pp |
| Employer contribution / active EE | $5,219 | $1,535+240.1% | $3,674+42.1% | $2,631+98.4% |
| Participant deferral / active EE | $3,655 | $2,671+36.8% | $4,083-10.5% | $4,212-13.2% |
| Admin fee / account holder | $5,464 | $4,497+21.5% | $6,065-9.9% | $7,344-25.6% |