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 | $97,478 | $76,407+27.6% | $150,298-35.1% | $82,448+18.2% |
| Participation rate | 90.2% | 66.4%+23.8pp | 77.8%+12.4pp | 68.1%+22.1pp |
| Annual return | 20.22% | 39.99%-19.8pp | 62.79%-42.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $3,468 | $2,614+32.7% | $4,154-16.5% | $2,551+35.9% |
| Participant deferral / active EE | $5,834 | $3,214+81.5% | $5,453+7.0% | $4,139+40.9% |
| Admin fee / account holder | $2,742 | $6,352-56.8% | $14,116-80.6% | $7,234-62.1% |