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 | $92,709 | $64,890+42.9% | $134,172-30.9% | $67,986+36.4% |
| Participation rate | 97.1% | 48.5%+48.5pp | 72.5%+24.6pp | 57.2%+39.9pp |
| Annual return | 15.89% | 16.12%-0.2pp | 25.30%-9.4pp | 31.67%-15.8pp |
| Employer contribution / active EE | $3,898 | $1,360+186.6% | $3,420+14.0% | $2,019+93.1% |
| Participant deferral / active EE | $6,426 | $2,289+180.8% | $4,690+37.0% | $3,358+91.4% |
| Admin fee / account holder | $2,240 | $3,140-28.7% | $12,016-81.4% | $3,203-30.1% |