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 | $96,116 | $74,927+28.3% | $101,794-5.6% | $84,808+13.3% |
| Participation rate | 86.2% | 61.4%+24.8pp | 69.2%+17.0pp | 68.3%+17.9pp |
| Annual return | 20.34% | 18.70%+1.6pp | 30.53%-10.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,197 | $1,522+44.3% | $2,289-4.0% | $2,631-16.5% |
| Participant deferral / active EE | $7,842 | $3,099+153.0% | $4,084+92.0% | $4,212+86.2% |
| Admin fee / account holder | $4,870 | $6,514-25.2% | $8,777-44.5% | $7,344-33.7% |