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 | $74,280 | $49,227+50.9% | $70,449+5.4% | $79,858-7.0% |
| Participation rate | 88.6% | 69.2%+19.4pp | 75.1%+13.5pp | 69.6%+18.9pp |
| Annual return | 9.73% | 30.06%-20.3pp | 109.03%-99.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $3,056 | $2,099+45.6% | $2,737+11.7% | $2,471+23.7% |
| Participant deferral / active EE | $5,258 | $2,768+90.0% | $3,709+41.8% | $3,740+40.6% |
| Admin fee / account holder | $11,325 | $2,878+293.5% | $3,845+194.5% | $5,306+113.4% |