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 | $86,904 | $57,016+52.4% | $84,966+2.3% | $80,856+7.5% |
| Participation rate | 97.5% | 56.3%+41.2pp | 67.5%+30.0pp | 67.6%+29.9pp |
| Annual return | 12.43% | 21.66%-9.2pp | 66.38%-54.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,492 | $1,798+94.3% | $2,727+28.1% | $2,755+26.8% |
| Participant deferral / active EE | $6,152 | $3,110+97.9% | $4,519+36.1% | $4,296+43.2% |
| Admin fee / account holder | $11,850 | $4,980+137.9% | $6,149+92.7% | $6,918+71.3% |