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 | $86,077 | $69,518+23.8% | $59,878+43.8% | $135,375-36.4% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.7%+17.6pp | 82.6%+9.7pp |
| Annual return | 9.75% | 7.94%+1.8pp | 3.46%+6.3pp | 519.73%-510.0pp |
| Employer contribution / active EE | $732 | $3,235-77.4% | $2,722-73.1% | $4,779-84.7% |
| Participant deferral / active EE | $7,600 | $4,206+80.7% | $3,402+123.4% | $5,609+35.5% |
| Admin fee / account holder | $646 | $5,734-88.7% | $3,590-82.0% | $10,827-94.0% |