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 | $63,177 | $43,327+45.8% | $59,878+5.5% | $64,186-1.6% |
| Participation rate | 94.4% | 69.2%+25.3pp | 74.7%+19.7pp | 69.6%+24.9pp |
| Annual return | 10.77% | -1.55%+12.3pp | 3.46%+7.3pp | 7.63%+3.1pp |
| Employer contribution / active EE | $3,100 | $2,028+52.8% | $2,722+13.9% | $2,381+30.2% |
| Participant deferral / active EE | $7,644 | $2,546+200.2% | $3,402+124.7% | $3,470+120.3% |
| Admin fee / account holder | $4,355 | $3,005+44.9% | $3,590+21.3% | $4,888-10.9% |