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 | $72,623 | $56,897+27.6% | $84,750-14.3% | $62,891+15.5% |
| Participation rate | 82.5% | 68.5%+14.0pp | 76.6%+5.9pp | 69.3%+13.2pp |
| Annual return | 7.93% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,104 | $2,400+29.3% | $3,574-13.2% | $2,281+36.1% |
| Participant deferral / active EE | $3,865 | $2,709+42.7% | $3,712+4.1% | $3,203+20.7% |
| Admin fee / account holder | $10,905 | $3,581+204.5% | $5,332+104.5% | $4,296+153.9% |