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 | $102,757 | $86,929+18.2% | $102,423+0.3% | $80,856+27.1% |
| Participation rate | 73.7% | 72.4%+1.3pp | 76.5%-2.8pp | 67.6%+6.0pp |
| Annual return | 21.12% | 18.88%+2.2pp | 29.32%-8.2pp | 35.59%-14.5pp |
| Employer contribution / active EE | $3,385 | $2,369+42.9% | $3,023+12.0% | $2,755+22.9% |
| Participant deferral / active EE | $4,666 | $4,118+13.3% | $5,053-7.7% | $4,296+8.6% |
| Admin fee / account holder | $6,073 | $8,049-24.6% | $9,451-35.7% | $6,918-12.2% |