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 | $87,747 | $63,355+38.5% | $91,989-4.6% | $72,985+20.2% |
| Participation rate | 93.1% | 72.5%+20.6pp | 78.6%+14.5pp | 69.5%+23.6pp |
| Annual return | 26.59% | 35.35%-8.8pp | 69.02%-42.4pp | 81.00%-54.4pp |
| Employer contribution / active EE | $3,362 | $2,116+58.9% | $3,452-2.6% | $2,440+37.8% |
| Participant deferral / active EE | $10,059 | $4,883+106.0% | $5,923+69.8% | $3,607+178.9% |
| Admin fee / account holder | $2,484 | $4,668-46.8% | $7,743-67.9% | $5,124-51.5% |