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 | $89,708 | $65,365+37.2% | $92,893-3.4% | $72,985+22.9% |
| Participation rate | 90.0% | 68.3%+21.7pp | 76.0%+14.0pp | 69.5%+20.5pp |
| Annual return | 21.69% | 42.10%-20.4pp | 109.41%-87.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,179 | $2,594-16.0% | $3,653-40.3% | $2,440-10.7% |
| Participant deferral / active EE | $3,588 | $3,128+14.7% | $4,236-15.3% | $3,607-0.5% |
| Admin fee / account holder | $1,159 | $4,251-72.7% | $5,794-80.0% | $5,124-77.4% |