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 | $89,815 | $67,606+32.8% | $82,313+9.1% | $70,131+28.1% |
| Participation rate | 91.4% | 72.8%+18.7pp | 76.9%+14.5pp | 69.5%+21.9pp |
| Annual return | 17.73% | 21.57%-3.8pp | 25.88%-8.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,313 | $1,755+31.8% | $2,428-4.7% | $2,342-1.2% |
| Participant deferral / active EE | $6,680 | $2,987+123.6% | $3,706+80.2% | $3,332+100.5% |
| Admin fee / account holder | $3,308 | $4,512-26.7% | $5,608-41.0% | $4,645-28.8% |