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 | $94,812 | $60,022+58.0% | $88,946+6.6% | $84,808+11.8% |
| Participation rate | 93.2% | 57.8%+35.3pp | 68.8%+24.3pp | 68.3%+24.9pp |
| Annual return | 18.65% | 22.43%-3.8pp | 57.82%-39.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,999 | $1,703+76.1% | $2,555+17.4% | $2,631+14.0% |
| Participant deferral / active EE | $7,740 | $3,114+148.6% | $4,581+68.9% | $4,212+83.8% |
| Admin fee / account holder | $1,668 | $4,811-65.3% | $8,261-79.8% | $7,344-77.3% |