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 | $86,998 | $60,892+42.9% | $82,389+5.6% | $84,808+2.6% |
| Participation rate | 90.2% | 63.3%+27.0pp | 69.5%+20.7pp | 68.3%+21.9pp |
| Annual return | 16.39% | 37.29%-20.9pp | 28.67%-12.3pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,384 | $1,779+34.0% | $2,517-5.3% | $2,631-9.4% |
| Participant deferral / active EE | $5,178 | $3,179+62.9% | $4,155+24.6% | $4,212+22.9% |
| Admin fee / account holder | $1,879 | $5,467-65.6% | $7,231-74.0% | $7,344-74.4% |