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 | $90,969 | $60,349+50.7% | $74,183+22.6% | $62,891+44.6% |
| Participation rate | 87.5% | 72.7%+14.8pp | 76.6%+10.9pp | 69.3%+18.2pp |
| Annual return | 4.79% | 21.37%-16.6pp | 17.74%-12.9pp | 20.14%-15.4pp |
| Employer contribution / active EE | $3,650 | $1,680+117.2% | $2,370+54.0% | $2,281+60.0% |
| Participant deferral / active EE | $3,521 | $2,856+23.3% | $3,550-0.8% | $3,203+9.9% |
| Admin fee / account holder | $2,635 | $4,261-38.2% | $5,586-52.8% | $4,296-38.7% |