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 | $87,247 | $87,540-0.3% | $75,781+15.1% | $125,391-30.4% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | 1.32% | 13.48%-12.2pp | 9.68%-8.4pp | 282.22%-280.9pp |
| Employer contribution / active EE | $11,620 | $3,930+195.7% | $3,323+249.7% | $4,866+138.8% |
| Participant deferral / active EE | $6,196 | $4,229+46.5% | $3,651+69.7% | $5,352+15.8% |
| Admin fee / account holder | $8,162 | $6,502+25.5% | $5,299+54.0% | $9,540-14.4% |