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 | $83,199 | $68,547+21.4% | $120,354-30.9% | $80,856+2.9% |
| Participation rate | 91.3% | 61.6%+29.7pp | 71.9%+19.4pp | 67.6%+23.7pp |
| Annual return | 12.81% | 23.60%-10.8pp | 107.15%-94.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $12,095 | $2,051+489.6% | $3,463+249.3% | $2,755+339.0% |
| Participant deferral / active EE | $1,300 | $3,173-59.0% | $4,991-74.0% | $4,296-69.7% |
| Admin fee / account holder | $4,341 | $5,732-24.3% | $9,423-53.9% | $6,918-37.3% |