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 | $48,914 | $39,122+25.0% | $57,179-14.5% | $62,891-22.2% |
| Participation rate | 92.9% | 70.5%+22.4pp | 75.3%+17.5pp | 69.3%+23.6pp |
| Annual return | 10.34% | 9.23%+1.1pp | 14.59%-4.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $6,962 | $1,874+271.5% | $2,682+159.5% | $2,281+205.2% |
| Participant deferral / active EE | $6,317 | $2,374+166.1% | $3,096+104.0% | $3,203+97.2% |
| Admin fee / account holder | $1,310 | $2,592-49.5% | $3,139-58.3% | $4,296-69.5% |