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 | $103,927 | $76,552+35.8% | $123,892-16.1% | $62,891+65.2% |
| Participation rate | 88.2% | 73.0%+15.3pp | 81.4%+6.8pp | 69.3%+18.9pp |
| Annual return | 28.23% | 18.68%+9.6pp | 47.52%-19.3pp | 20.14%+8.1pp |
| Employer contribution / active EE | $4,328 | $2,883+50.1% | $4,617-6.3% | $2,281+89.7% |
| Participant deferral / active EE | $6,646 | $4,840+37.3% | $5,984+11.1% | $3,203+107.5% |
| Admin fee / account holder | $11,287 | $4,826+133.9% | $8,357+35.1% | $4,296+162.8% |