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 | $59,734 | $48,076+24.2% | $78,689-24.1% | $62,891-5.0% |
| Participation rate | 82.5% | 65.2%+17.3pp | 73.6%+8.9pp | 69.3%+13.2pp |
| Annual return | 9.08% | 31.35%-22.3pp | 62.18%-53.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,900 | $2,015+43.9% | $2,851+1.7% | $2,281+27.1% |
| Participant deferral / active EE | $5,286 | $2,588+104.3% | $3,517+50.3% | $3,203+65.0% |
| Admin fee / account holder | $9,837 | $3,207+206.7% | $4,510+118.1% | $4,296+129.0% |