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 | $91,056 | $61,605+47.8% | $112,229-18.9% | $75,163+21.1% |
| Participation rate | 93.3% | 61.7%+31.7pp | 72.4%+20.9pp | 67.2%+26.1pp |
| Annual return | 17.79% | 28.47%-10.7pp | 30.20%-12.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,315 | $2,015+14.9% | $3,430-32.5% | $2,670-13.3% |
| Participant deferral / active EE | $7,530 | $3,108+142.3% | $4,798+56.9% | $4,125+82.5% |
| Admin fee / account holder | $2,180 | $4,862-55.2% | $7,748-71.9% | $5,651-61.4% |