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 | $97,490 | $84,233+15.7% | $170,442-42.8% | $70,131+39.0% |
| Participation rate | 71.9% | 70.8%+1.0pp | 83.6%-11.7pp | 69.5%+2.3pp |
| Annual return | 23.80% | 23.06%+0.7pp | 205.93%-182.1pp | 73.14%-49.3pp |
| Employer contribution / active EE | $2,433 | $3,387-28.2% | $5,433-55.2% | $2,342+3.9% |
| Participant deferral / active EE | $7,296 | $3,086+136.4% | $4,939+47.7% | $3,332+119.0% |
| Admin fee / account holder | $2,684 | $5,698-52.9% | $13,880-80.7% | $4,645-42.2% |