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 | $92,343 | $72,277+27.8% | $101,248-8.8% | $79,858+15.6% |
| Participation rate | 84.2% | 68.5%+15.8pp | 75.8%+8.4pp | 69.6%+14.6pp |
| Annual return | 12.73% | 22.30%-9.6pp | 46.47%-33.7pp | 31.71%-19.0pp |
| Employer contribution / active EE | $12,520 | $2,692+365.2% | $3,660+242.1% | $2,471+406.7% |
| Participant deferral / active EE | $1,978 | $3,282-39.7% | $4,370-54.7% | $3,740-47.1% |
| Admin fee / account holder | $2,163 | $4,400-50.9% | $5,945-63.6% | $5,306-59.2% |