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 | $97,074 | $70,428+37.8% | $96,562+0.5% | $85,850+13.1% |
| Participation rate | 97.0% | 61.8%+35.2pp | 69.8%+27.2pp | 69.3%+27.7pp |
| Annual return | 19.68% | 18.59%+1.1pp | 37.78%-18.1pp | 318.53%-298.9pp |
| Employer contribution / active EE | $2,692 | $1,413+90.5% | $2,356+14.2% | $2,565+4.9% |
| Participant deferral / active EE | $6,453 | $2,894+123.0% | $3,849+67.7% | $3,952+63.3% |
| Admin fee / account holder | $1,657 | $4,997-66.8% | $6,181-73.2% | $6,260-73.5% |