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 | $88,024 | $72,492+21.4% | $87,100+1.1% | $72,985+20.6% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 25.92% | 24.46%+1.5pp | 28.19%-2.3pp | 81.00%-55.1pp |
| Employer contribution / active EE | $4,769 | $1,894+151.8% | $2,521+89.1% | $2,440+95.4% |
| Participant deferral / active EE | $13,680 | $3,270+318.4% | $4,049+237.9% | $3,607+279.2% |
| Admin fee / account holder | $4,332 | $5,055-14.3% | $7,497-42.2% | $5,124-15.5% |