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 | $68,248 | $60,022+13.7% | $88,946-23.3% | $84,808-19.5% |
| Participation rate | 91.4% | 57.8%+33.6pp | 68.8%+22.6pp | 68.3%+23.1pp |
| Annual return | 14.23% | 22.43%-8.2pp | 57.82%-43.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,923 | $1,703+130.4% | $2,555+53.5% | $2,631+49.1% |
| Participant deferral / active EE | $3,726 | $3,114+19.6% | $4,581-18.7% | $4,212-11.5% |
| Admin fee / account holder | $11,387 | $4,811+136.7% | $8,261+37.8% | $7,344+55.1% |