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 | $87,071 | $71,050+22.5% | $93,606-7.0% | $80,856+7.7% |
| Participation rate | 92.6% | 60.4%+32.2pp | 68.7%+23.9pp | 67.6%+25.0pp |
| Annual return | 15.03% | 11.26%+3.8pp | 133.20%-118.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,991 | $1,564+91.3% | $2,420+23.6% | $2,755+8.6% |
| Participant deferral / active EE | $3,077 | $4,034-23.7% | $4,411-30.2% | $4,296-28.4% |
| Admin fee / account holder | $3,968 | $6,945-42.9% | $8,285-52.1% | $6,918-42.6% |