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 | $67,398 | $48,076+40.2% | $78,689-14.3% | $62,891+7.2% |
| Participation rate | 97.4% | 65.2%+32.2pp | 73.6%+23.8pp | 69.3%+28.1pp |
| Annual return | 8.82% | 31.35%-22.5pp | 62.18%-53.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $17,244 | $2,015+755.9% | $2,851+504.9% | $2,281+656.0% |
| Participant deferral / active EE | $5,060 | $2,588+95.5% | $3,517+43.9% | $3,203+58.0% |
| Admin fee / account holder | $4,821 | $3,207+50.3% | $4,510+6.9% | $4,296+12.2% |