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 | $97,707 | $80,717+21.0% | $154,803-36.9% | $84,808+15.2% |
| Participation rate | 81.2% | 66.8%+14.4pp | 78.1%+3.1pp | 68.3%+12.9pp |
| Annual return | 15.52% | 37.96%-22.4pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,938 | $2,761+42.6% | $4,305-8.5% | $2,631+49.7% |
| Participant deferral / active EE | $7,929 | $3,303+140.1% | $5,540+43.1% | $4,212+88.3% |
| Admin fee / account holder | $6,017 | $6,746-10.8% | $14,329-58.0% | $7,344-18.1% |