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 | $72,861 | $70,428+3.5% | $96,562-24.5% | $85,850-15.1% |
| Participation rate | 86.4% | 61.8%+24.6pp | 69.8%+16.6pp | 69.3%+17.1pp |
| Annual return | 11.95% | 18.59%-6.6pp | 37.78%-25.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $2,122 | $1,413+50.2% | $2,356-9.9% | $2,565-17.3% |
| Participant deferral / active EE | $6,113 | $2,894+111.3% | $3,849+58.8% | $3,952+54.7% |
| Admin fee / account holder | $8,101 | $4,997+62.1% | $6,181+31.1% | $6,260+29.4% |