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 | $79,778 | $58,828+35.6% | $77,999+2.3% | $62,891+26.9% |
| Participation rate | 93.9% | 71.1%+22.9pp | 75.5%+18.4pp | 69.3%+24.6pp |
| Annual return | 24.14% | 17.16%+7.0pp | 425.96%-401.8pp | 20.14%+4.0pp |
| Employer contribution / active EE | $2,186 | $1,672+30.8% | $2,470-11.5% | $2,281-4.2% |
| Participant deferral / active EE | $3,708 | $2,686+38.1% | $3,497+6.0% | $3,203+15.8% |
| Admin fee / account holder | $5,449 | $4,393+24.0% | $5,480-0.6% | $4,296+26.9% |