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 | $113,153 | $70,428+60.7% | $96,562+17.2% | $85,850+31.8% |
| Participation rate | 81.6% | 61.8%+19.8pp | 69.8%+11.8pp | 69.3%+12.3pp |
| Annual return | 13.79% | 18.59%-4.8pp | 37.78%-24.0pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,074 | $1,413+46.8% | $2,356-12.0% | $2,565-19.2% |
| Participant deferral / active EE | $4,198 | $2,894+45.1% | $3,849+9.1% | $3,952+6.2% |
| Admin fee / account holder | $7,573 | $4,997+51.6% | $6,181+22.5% | $6,260+21.0% |