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 | $89,624 | $80,717+11.0% | $154,803-42.1% | $84,808+5.7% |
| Participation rate | 89.7% | 66.8%+22.9pp | 78.1%+11.7pp | 68.3%+21.4pp |
| Annual return | 23.18% | 37.96%-14.8pp | 58.88%-35.7pp | 40.90%-17.7pp |
| Employer contribution / active EE | $9,187 | $2,761+232.7% | $4,305+113.4% | $2,631+249.2% |
| Participant deferral / active EE | $4,581 | $3,303+38.7% | $5,540-17.3% | $4,212+8.8% |
| Admin fee / account holder | $6,094 | $6,746-9.7% | $14,329-57.5% | $7,344-17.0% |