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 | $93,640 | $78,705+19.0% | $117,854-20.5% | $70,131+33.5% |
| Participation rate | 89.5% | 73.2%+16.3pp | 79.7%+9.8pp | 69.5%+19.9pp |
| Annual return | 20.50% | 23.30%-2.8pp | 335.08%-314.6pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,623 | $2,223-27.0% | $3,786-57.1% | $2,342-30.7% |
| Participant deferral / active EE | $3,977 | $3,297+20.6% | $4,482-11.3% | $3,332+19.4% |
| Admin fee / account holder | $6,473 | $5,065+27.8% | $8,020-19.3% | $4,645+39.3% |