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 | $88,989 | $48,277+84.3% | $67,511+31.8% | $80,874+10.0% |
| Participation rate | 72.1% | 66.4%+5.7pp | 72.9%-0.8pp | 67.6%+4.5pp |
| Annual return | 11.81% | 18.27%-6.5pp | 3517.41%-3505.6pp | 35.62%-23.8pp |
| Employer contribution / active EE | $2,438 | $2,021+20.6% | $2,733-10.8% | $2,756-11.5% |
| Participant deferral / active EE | $4,706 | $2,926+60.8% | $4,000+17.6% | $4,297+9.5% |
| Admin fee / account holder | $16,635 | $3,687+351.2% | $3,999+316.0% | $6,935+139.9% |