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 | $96,904 | $70,428+37.6% | $96,562+0.4% | $85,850+12.9% |
| Participation rate | 75.0% | 61.8%+13.2pp | 69.8%+5.2pp | 69.3%+5.7pp |
| Annual return | 13.94% | 18.59%-4.6pp | 37.78%-23.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,060 | $1,413+45.8% | $2,356-12.6% | $2,565-19.7% |
| Participant deferral / active EE | $5,073 | $2,894+75.3% | $3,849+31.8% | $3,952+28.4% |
| Admin fee / account holder | $6,281 | $4,997+25.7% | $6,181+1.6% | $6,260+0.3% |