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 | $114,541 | $60,022+90.8% | $88,946+28.8% | $84,808+35.1% |
| Participation rate | 94.3% | 57.8%+36.4pp | 68.8%+25.4pp | 68.3%+26.0pp |
| Annual return | 16.88% | 22.43%-5.5pp | 57.82%-40.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,742 | $1,703+61.1% | $2,555+7.3% | $2,631+4.2% |
| Participant deferral / active EE | $6,754 | $3,114+116.9% | $4,581+47.4% | $4,212+60.4% |
| Admin fee / account holder | $10,931 | $4,811+127.2% | $8,261+32.3% | $7,344+48.9% |