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 | $58,145 | $45,073+29.0% | $69,455-16.3% | $72,985-20.3% |
| Participation rate | 97.7% | 68.5%+29.2pp | 74.6%+23.1pp | 69.5%+28.2pp |
| Annual return | 21.45% | 22.65%-1.2pp | 28.97%-7.5pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,405 | $2,054+65.8% | $2,779+22.5% | $2,440+39.5% |
| Participant deferral / active EE | $7,939 | $2,602+205.1% | $3,535+124.5% | $3,607+120.1% |
| Admin fee / account holder | $6,533 | $3,056+113.8% | $3,839+70.2% | $5,124+27.5% |