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 | $81,131 | $48,046+68.9% | $84,611-4.1% | $72,985+11.2% |
| Participation rate | 76.9% | 57.6%+19.3pp | 68.2%+8.7pp | 69.5%+7.4pp |
| Annual return | 22.19% | 37.38%-15.2pp | 258.74%-236.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,868 | $1,602+16.6% | $2,652-29.6% | $2,440-23.4% |
| Participant deferral / active EE | $3,489 | $2,680+30.2% | $3,899-10.5% | $3,607-3.3% |
| Admin fee / account holder | $2,695 | $3,395-20.6% | $4,912-45.1% | $5,124-47.4% |