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 | $82,759 | $58,512+41.4% | $84,015-1.5% | $72,985+13.4% |
| Participation rate | 97.2% | 61.2%+36.0pp | 69.0%+28.2pp | 69.5%+27.7pp |
| Annual return | 23.42% | 28.93%-5.5pp | 71.31%-47.9pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,420 | $1,163+108.0% | $1,983+22.0% | $2,440-0.8% |
| Participant deferral / active EE | $5,682 | $2,394+137.4% | $3,239+75.4% | $3,607+57.5% |
| Admin fee / account holder | $3,698 | $4,569-19.1% | $6,101-39.4% | $5,124-27.8% |