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 | $96,368 | $87,166+10.6% | $76,735+25.6% | $137,256-29.8% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 15.32% | 26.50%-11.2pp | 29.77%-14.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,860 | $2,904+67.3% | $2,454+98.0% | $4,156+16.9% |
| Participant deferral / active EE | $7,719 | $4,726+63.3% | $4,088+88.8% | $6,407+20.5% |
| Admin fee / account holder | $9,731 | $8,403+15.8% | $7,189+35.3% | $12,270-20.7% |