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 | $80,997 | $57,057+42.0% | $85,009-4.7% | $80,874+0.2% |
| Participation rate | 79.1% | 56.4%+22.7pp | 67.5%+11.6pp | 67.6%+11.4pp |
| Annual return | 12.30% | 21.66%-9.4pp | 66.47%-54.2pp | 35.62%-23.3pp |
| Employer contribution / active EE | $2,307 | $1,799+28.3% | $2,728-15.4% | $2,756-16.3% |
| Participant deferral / active EE | $5,210 | $3,112+67.4% | $4,522+15.2% | $4,297+21.2% |
| Admin fee / account holder | $15,954 | $4,986+220.0% | $6,153+159.3% | $6,935+130.0% |