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 | $90,021 | $81,460+10.5% | $103,333-12.9% | $80,856+11.3% |
| Participation rate | 97.7% | 66.8%+30.8pp | 74.5%+23.2pp | 67.6%+30.0pp |
| Annual return | 14.77% | 25.55%-10.8pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $6,005 | $3,105+93.4% | $3,868+55.2% | $2,755+118.0% |
| Participant deferral / active EE | $6,328 | $3,869+63.6% | $5,057+25.1% | $4,296+47.3% |
| Admin fee / account holder | $3,844 | $6,566-41.5% | $8,355-54.0% | $6,918-44.4% |