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 | $112,625 | $59,839+88.2% | $81,983+37.4% | $79,858+41.0% |
| Participation rate | 79.4% | 61.6%+17.7pp | 69.2%+10.1pp | 69.6%+9.7pp |
| Annual return | 14.24% | 17.56%-3.3pp | 41.31%-27.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,180 | $1,713+27.2% | $2,498-12.7% | $2,471-11.8% |
| Participant deferral / active EE | $5,584 | $2,695+107.2% | $3,722+50.0% | $3,740+49.3% |
| Admin fee / account holder | $1,517 | $4,287-64.6% | $5,664-73.2% | $5,306-71.4% |