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 | $105,168 | $57,065+84.3% | $75,670+39.0% | $70,131+50.0% |
| Participation rate | 84.4% | 68.1%+16.3pp | 72.3%+12.0pp | 69.5%+14.8pp |
| Annual return | 14.56% | 23.57%-9.0pp | 27.34%-12.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,829 | $1,817+55.7% | $2,352+20.3% | $2,342+20.8% |
| Participant deferral / active EE | $6,771 | $2,580+162.5% | $3,142+115.5% | $3,332+103.2% |
| Admin fee / account holder | $5,310 | $3,825+38.8% | $5,800-8.4% | $4,645+14.3% |