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 | $83,530 | $67,606+23.6% | $82,313+1.5% | $70,131+19.1% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 19.42% | 21.57%-2.1pp | 25.88%-6.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,915 | $1,755+66.1% | $2,428+20.1% | $2,342+24.5% |
| Participant deferral / active EE | $6,614 | $2,987+121.4% | $3,706+78.5% | $3,332+98.5% |
| Admin fee / account holder | $7,786 | $4,512+72.6% | $5,608+38.8% | $4,645+67.6% |