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 | $72,823 | $52,681+38.2% | $75,781-3.9% | $59,632+22.1% |
| Participation rate | 91.8% | 67.2%+24.6pp | 75.8%+16.0pp | 68.7%+23.2pp |
| Annual return | 1.76% | 2.95%-1.2pp | 9.68%-7.9pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $3,928 | $2,193+79.1% | $3,323+18.2% | $2,203+78.3% |
| Participant deferral / active EE | $3,760 | $2,591+45.1% | $3,651+3.0% | $3,192+17.8% |
| Admin fee / account holder | $608 | $3,610-83.1% | $5,299-88.5% | $4,297-85.8% |