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 | $60,022+34.5% | $88,946-9.3% | $84,808-4.8% |
| Participation rate | 89.7% | 57.8%+31.8pp | 68.8%+20.8pp | 68.3%+21.3pp |
| Annual return | 17.20% | 22.43%-5.2pp | 57.82%-40.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,038 | $1,703+78.4% | $2,555+18.9% | $2,631+15.5% |
| Participant deferral / active EE | $7,967 | $3,114+155.9% | $4,581+73.9% | $4,212+89.2% |
| Admin fee / account holder | $5,708 | $4,811+18.6% | $8,261-30.9% | $7,344-22.3% |