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 | $67,746 | $65,685+3.1% | $57,179+18.5% | $273,961-75.3% |
| Participation rate | 92.3% | 78.3%+14.0pp | 75.3%+17.0pp | 83.0%+9.3pp |
| Annual return | 7.57% | 21.99%-14.4pp | 14.59%-7.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,667 | $3,279+11.8% | $2,682+36.7% | $4,869-24.7% |
| Participant deferral / active EE | $8,889 | $3,782+135.0% | $3,096+187.1% | $5,287+68.1% |
| Admin fee / account holder | $1,119 | $4,835-76.8% | $3,139-64.3% | $10,132-89.0% |