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 | $97,509 | $71,057+37.2% | $93,654+4.1% | $80,874+20.6% |
| Participation rate | 73.7% | 60.4%+13.3pp | 68.7%+5.0pp | 67.6%+6.0pp |
| Annual return | 16.89% | 11.26%+5.6pp | 133.34%-116.5pp | 35.62%-18.7pp |
| Employer contribution / active EE | $1,716 | $1,564+9.7% | $2,421-29.1% | $2,756-37.7% |
| Participant deferral / active EE | $5,416 | $4,034+34.3% | $4,413+22.7% | $4,297+26.0% |
| Admin fee / account holder | $16,617 | $6,944+139.3% | $8,282+100.6% | $6,935+139.6% |