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 | $82,943 | $49,227+68.5% | $70,449+17.7% | $79,858+3.9% |
| Participation rate | 92.0% | 69.2%+22.8pp | 75.1%+16.9pp | 69.6%+22.4pp |
| Annual return | 15.98% | 30.06%-14.1pp | 109.03%-93.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,288 | $2,099+56.7% | $2,737+20.1% | $2,471+33.1% |
| Participant deferral / active EE | $5,316 | $2,768+92.1% | $3,709+43.3% | $3,740+42.1% |
| Admin fee / account holder | $3,365 | $2,878+16.9% | $3,845-12.5% | $5,306-36.6% |