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 | $81,897 | $72,492+13.0% | $87,100-6.0% | $72,985+12.2% |
| Participation rate | 92.2% | 72.8%+19.3pp | 76.9%+15.3pp | 69.5%+22.7pp |
| Annual return | 26.07% | 24.46%+1.6pp | 28.19%-2.1pp | 81.00%-54.9pp |
| Employer contribution / active EE | $2,210 | $1,894+16.7% | $2,521-12.4% | $2,440-9.4% |
| Participant deferral / active EE | $5,992 | $3,270+83.3% | $4,049+48.0% | $3,607+66.1% |
| Admin fee / account holder | $23,860 | $5,055+372.0% | $7,497+218.3% | $5,124+365.6% |