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 | $79,259 | $72,492+9.3% | $87,100-9.0% | $72,985+8.6% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.9%+21.2pp | 69.5%+28.6pp |
| Annual return | 22.68% | 24.46%-1.8pp | 28.19%-5.5pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,696 | $1,894+42.3% | $2,521+6.9% | $2,440+10.5% |
| Participant deferral / active EE | $5,744 | $3,270+75.7% | $4,049+41.9% | $3,607+59.2% |
| Admin fee / account holder | $9,068 | $5,055+79.4% | $7,497+21.0% | $5,124+77.0% |