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 | $58,960 | $51,638+14.2% | $68,368-13.8% | $82,448-28.5% |
| Participation rate | 87.2% | 63.6%+23.6pp | 73.8%+13.4pp | 68.1%+19.1pp |
| Annual return | 13.84% | 37.53%-23.7pp | 292.57%-278.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $3,128 | $2,047+52.8% | $2,649+18.1% | $2,551+22.6% |
| Participant deferral / active EE | $6,181 | $2,914+112.1% | $4,123+49.9% | $4,139+49.3% |
| Admin fee / account holder | $5,313 | $4,643+14.4% | $5,150+3.2% | $7,234-26.6% |