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 | $85,400 | $58,828+45.2% | $77,999+9.5% | $62,891+35.8% |
| Participation rate | 85.3% | 71.1%+14.2pp | 75.5%+9.8pp | 69.3%+16.0pp |
| Annual return | 8.71% | 17.16%-8.5pp | 425.96%-417.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,617 | $1,672+116.4% | $2,470+46.4% | $2,281+58.6% |
| Participant deferral / active EE | $2,983 | $2,686+11.1% | $3,497-14.7% | $3,203-6.9% |
| Admin fee / account holder | $9,757 | $4,393+122.1% | $5,480+78.0% | $4,296+127.1% |