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 | $81,768 | $58,512+39.7% | $84,015-2.7% | $72,985+12.0% |
| Participation rate | 88.5% | 61.2%+27.2pp | 69.0%+19.4pp | 69.5%+19.0pp |
| Annual return | 21.18% | 28.93%-7.7pp | 71.31%-50.1pp | 81.00%-59.8pp |
| Employer contribution / active EE | $776 | $1,163-33.3% | $1,983-60.9% | $2,440-68.2% |
| Participant deferral / active EE | $4,501 | $2,394+88.0% | $3,239+39.0% | $3,607+24.8% |
| Admin fee / account holder | $11,142 | $4,569+143.9% | $6,101+82.6% | $5,124+117.4% |