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 | $83,507 | $72,277+15.5% | $101,248-17.5% | $79,858+4.6% |
| Participation rate | 90.0% | 68.5%+21.5pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | 18.22% | 22.30%-4.1pp | 46.47%-28.3pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,215 | $2,692-17.7% | $3,660-39.5% | $2,471-10.3% |
| Participant deferral / active EE | $6,340 | $3,282+93.2% | $4,370+45.1% | $3,740+69.5% |
| Admin fee / account holder | $2,874 | $4,400-34.7% | $5,945-51.7% | $5,306-45.8% |