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 | $128,730 | $80,673+59.6% | $101,326+27.0% | $84,808+51.8% |
| Participation rate | 92.9% | 77.8%+15.1pp | 81.5%+11.4pp | 68.3%+24.5pp |
| Annual return | 15.48% | 38.95%-23.5pp | 36.82%-21.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $8,934 | $2,698+231.2% | $3,665+143.8% | $2,631+239.6% |
| Participant deferral / active EE | $6,978 | $6,840+2.0% | $7,994-12.7% | $4,212+65.7% |
| Admin fee / account holder | $5,495 | $12,784-57.0% | $11,185-50.9% | $7,344-25.2% |