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 | $88,175 | $57,016+54.6% | $84,966+3.8% | $80,856+9.1% |
| Participation rate | 91.9% | 56.3%+35.5pp | 67.5%+24.4pp | 67.6%+24.3pp |
| Annual return | 14.44% | 21.66%-7.2pp | 66.38%-51.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,345 | $1,798+86.1% | $2,727+22.7% | $2,755+21.4% |
| Participant deferral / active EE | $8,218 | $3,110+164.3% | $4,519+81.8% | $4,296+91.3% |
| Admin fee / account holder | $8,991 | $4,980+80.5% | $6,149+46.2% | $6,918+30.0% |