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 | $61,922 | $56,897+8.8% | $84,750-26.9% | $62,891-1.5% |
| Participation rate | 89.2% | 68.5%+20.7pp | 76.6%+12.6pp | 69.3%+19.9pp |
| Annual return | 12.02% | 6.30%+5.7pp | 22.78%-10.8pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,210 | $2,400-49.6% | $3,574-66.2% | $2,281-47.0% |
| Participant deferral / active EE | $3,862 | $2,709+42.6% | $3,712+4.1% | $3,203+20.6% |
| Admin fee / account holder | $2,521 | $3,581-29.6% | $5,332-52.7% | $4,296-41.3% |