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 | $123,919 | $60,022+106.5% | $88,946+39.3% | $84,808+46.1% |
| Participation rate | 80.6% | 57.8%+22.7pp | 68.8%+11.7pp | 68.3%+12.2pp |
| Annual return | 25.06% | 22.43%+2.6pp | 57.82%-32.8pp | 40.90%-15.8pp |
| Employer contribution / active EE | $3,653 | $1,703+114.5% | $2,555+43.0% | $2,631+38.8% |
| Participant deferral / active EE | $7,270 | $3,114+133.5% | $4,581+58.7% | $4,212+72.6% |
| Admin fee / account holder | $2,434 | $4,811-49.4% | $8,261-70.5% | $7,344-66.9% |