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 | $77,769 | $55,706+39.6% | $75,886+2.5% | $72,985+6.6% |
| Participation rate | 90.9% | 61.1%+29.8pp | 69.3%+21.6pp | 69.5%+21.4pp |
| Annual return | 21.35% | 27.59%-6.2pp | 30.76%-9.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $746 | $1,687-55.8% | $2,500-70.2% | $2,440-69.4% |
| Participant deferral / active EE | $3,731 | $2,634+41.7% | $3,603+3.6% | $3,607+3.4% |
| Admin fee / account holder | $14,193 | $3,978+256.8% | $5,418+161.9% | $5,124+177.0% |