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 | $60,916 | $60,022+1.5% | $88,946-31.5% | $84,808-28.2% |
| Participation rate | 91.7% | 57.8%+33.8pp | 68.8%+22.8pp | 68.3%+23.4pp |
| Annual return | 15.56% | 22.43%-6.9pp | 57.82%-42.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,010 | $1,703+76.8% | $2,555+17.8% | $2,631+14.4% |
| Participant deferral / active EE | $4,748 | $3,114+52.5% | $4,581+3.6% | $4,212+12.7% |
| Admin fee / account holder | $11,682 | $4,811+142.8% | $8,261+41.4% | $7,344+59.1% |