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 | $77,081 | $58,828+31.0% | $77,999-1.2% | $62,891+22.6% |
| Participation rate | 78.8% | 71.1%+7.7pp | 75.5%+3.3pp | 69.3%+9.5pp |
| Annual return | 7.36% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,811 | $1,672+68.1% | $2,470+13.8% | $2,281+23.2% |
| Participant deferral / active EE | $4,371 | $2,686+62.8% | $3,497+25.0% | $3,203+36.5% |
| Admin fee / account holder | $1,135 | $4,393-74.2% | $5,480-79.3% | $4,296-73.6% |