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 | $94,027 | $45,073+108.6% | $69,455+35.4% | $72,985+28.8% |
| Participation rate | 95.7% | 68.5%+27.2pp | 74.6%+21.0pp | 69.5%+26.2pp |
| Annual return | 15.70% | 22.65%-7.0pp | 28.97%-13.3pp | 81.00%-65.3pp |
| Employer contribution / active EE | $4,126 | $2,054+100.9% | $2,779+48.5% | $2,440+69.1% |
| Participant deferral / active EE | $1,326 | $2,602-49.0% | $3,535-62.5% | $3,607-63.2% |
| Admin fee / account holder | $13,692 | $3,056+348.1% | $3,839+256.6% | $5,124+167.2% |