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 | $92,219 | $69,977+31.8% | $108,579-15.1% | $62,891+46.6% |
| Participation rate | 91.9% | 72.9%+19.0pp | 79.6%+12.3pp | 69.3%+22.6pp |
| Annual return | 6.78% | 10.73%-3.9pp | -51.70%+58.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $4,112 | $2,135+92.6% | $3,758+9.4% | $2,281+80.3% |
| Participant deferral / active EE | $2,297 | $3,165-27.4% | $4,311-46.7% | $3,203-28.3% |
| Admin fee / account holder | $1,666 | $5,076-67.2% | $7,645-78.2% | $4,296-61.2% |