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 | $116,205 | $60,892+90.8% | $82,389+41.0% | $84,808+37.0% |
| Participation rate | 71.8% | 63.3%+8.5pp | 69.5%+2.2pp | 68.3%+3.5pp |
| Annual return | 17.50% | 37.29%-19.8pp | 28.67%-11.2pp | 40.90%-23.4pp |
| Employer contribution / active EE | $7,465 | $1,779+319.5% | $2,517+196.6% | $2,631+183.7% |
| Participant deferral / active EE | $8,497 | $3,179+167.3% | $4,155+104.5% | $4,212+101.8% |
| Admin fee / account holder | $2,210 | $5,467-59.6% | $7,231-69.4% | $7,344-69.9% |