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 | $83,987 | $46,869+79.2% | $122,332-31.3% | $70,131+19.8% |
| Participation rate | 93.5% | 58.2%+35.3pp | 71.6%+21.8pp | 69.5%+23.9pp |
| Annual return | 16.21% | 24.22%-8.0pp | 30.27%-14.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,346 | $1,288+4.5% | $4,050-66.8% | $2,342-42.5% |
| Participant deferral / active EE | $7,883 | $2,166+263.8% | $3,287+139.8% | $3,332+136.6% |
| Admin fee / account holder | $1,732 | $3,322-47.9% | $5,478-68.4% | $4,645-62.7% |