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 | $80,707 | $57,590+40.1% | $86,233-6.4% | $82,448-2.1% |
| Participation rate | 89.7% | 57.9%+31.8pp | 69.0%+20.6pp | 68.1%+21.6pp |
| Annual return | 17.20% | 22.41%-5.2pp | 61.39%-44.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,038 | $1,655+83.5% | $2,504+21.3% | $2,551+19.1% |
| Participant deferral / active EE | $7,967 | $3,080+158.7% | $4,559+74.8% | $4,139+92.5% |
| Admin fee / account holder | $5,708 | $4,730+20.7% | $8,342-31.6% | $7,234-21.1% |