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 | $102,020 | $92,222+10.6% | $76,768+32.9% | $135,375-24.6% |
| Participation rate | 94.1% | 79.8%+14.4pp | 77.0%+17.2pp | 82.6%+11.5pp |
| Annual return | 7.27% | 5.46%+1.8pp | 2.43%+4.8pp | 519.73%-512.5pp |
| Employer contribution / active EE | $4,118 | $3,216+28.0% | $2,485+65.7% | $4,779-13.8% |
| Participant deferral / active EE | $4,354 | $4,509-3.4% | $3,852+13.1% | $5,609-22.4% |
| Admin fee / account holder | $5,261 | $10,748-51.1% | $6,675-21.2% | $10,827-51.4% |