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 | $88,390 | $59,101+49.6% | $77,163+14.6% | $75,163+17.6% |
| Participation rate | 89.7% | 63.9%+25.9pp | 69.6%+20.2pp | 67.2%+22.6pp |
| Annual return | 20.30% | 26.71%-6.4pp | 37.87%-17.6pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,872 | $1,995+44.0% | $2,535+13.3% | $2,670+7.6% |
| Participant deferral / active EE | $5,876 | $2,999+95.9% | $3,833+53.3% | $4,125+42.5% |
| Admin fee / account holder | $914 | $4,774-80.9% | $5,472-83.3% | $5,651-83.8% |