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 | $91,271 | $56,060+62.8% | $76,002+20.1% | $80,874+12.9% |
| Participation rate | 73.9% | 62.0%+11.9pp | 69.1%+4.8pp | 67.6%+6.3pp |
| Annual return | 20.37% | 20.54%-0.2pp | 360.07%-339.7pp | 35.62%-15.2pp |
| Employer contribution / active EE | $2,260 | $1,873+20.7% | $2,688-15.9% | $2,756-18.0% |
| Participant deferral / active EE | $5,887 | $3,051+92.9% | $4,257+38.3% | $4,297+37.0% |
| Admin fee / account holder | $3,589 | $5,237-31.5% | $6,414-44.0% | $6,935-48.3% |