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 | $75,335 | $46,553+61.8% | $64,056+17.6% | $75,163+0.2% |
| Participation rate | 93.5% | 65.9%+27.6pp | 72.3%+21.2pp | 67.2%+26.4pp |
| Annual return | 19.40% | 26.03%-6.6pp | 33.69%-14.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,881 | $1,974+46.0% | $2,747+4.9% | $2,670+7.9% |
| Participant deferral / active EE | $5,253 | $2,837+85.2% | $3,880+35.4% | $4,125+27.3% |
| Admin fee / account holder | $3,517 | $2,952+19.1% | $3,068+14.6% | $5,651-37.8% |