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 | $86,107 | $59,443+44.9% | $70,164+22.7% | $75,163+14.6% |
| Participation rate | 97.4% | 71.6%+25.7pp | 78.8%+18.5pp | 67.2%+30.2pp |
| Annual return | 18.05% | 18.53%-0.5pp | 18.87%-0.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $4,961 | $3,306+50.1% | $4,287+15.7% | $2,670+85.8% |
| Participant deferral / active EE | $4,471 | $3,653+22.4% | $5,395-17.1% | $4,125+8.4% |
| Admin fee / account holder | $12,419 | $4,397+182.4% | $4,561+172.3% | $5,651+119.8% |