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 | $98,416 | $62,573+57.3% | $85,682+14.9% | $85,850+14.6% |
| Participation rate | 78.8% | 61.1%+17.6pp | 69.9%+8.9pp | 69.3%+9.5pp |
| Annual return | 31.08% | 23.77%+7.3pp | 21.49%+9.6pp | 318.53%-287.4pp |
| Employer contribution / active EE | $1,212 | $1,757-31.0% | $2,618-53.7% | $2,565-52.8% |
| Participant deferral / active EE | $4,046 | $2,802+44.4% | $3,923+3.1% | $3,952+2.4% |
| Admin fee / account holder | $7,723 | $4,640+66.4% | $6,873+12.4% | $6,260+23.4% |