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 | $93,394 | $56,277+66.0% | $80,975+15.3% | $62,891+48.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 7.62% | 22.12%-14.5pp | 17.10%-9.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,161 | $1,943+62.7% | $3,714-14.9% | $2,281+38.6% |
| Participant deferral / active EE | $7,054 | $4,195+68.2% | $5,696+23.8% | $3,203+120.2% |
| Admin fee / account holder | $2,792 | $3,741-25.4% | $5,516-49.4% | $4,296-35.0% |