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 | $81,584 | $118,450-31.1% | $98,439-17.1% | $139,434-41.5% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 19.53% | 18.94%+0.6pp | 21.16%-1.6pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,383 | $3,609-34.0% | $3,048-21.8% | $4,751-49.8% |
| Participant deferral / active EE | $15,188 | $5,392+181.7% | $4,738+220.6% | $6,710+126.3% |
| Admin fee / account holder | $1,359 | $14,026-90.3% | $8,948-84.8% | $11,403-88.1% |