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 | $89,713 | $72,492+23.8% | $87,100+3.0% | $72,985+22.9% |
| Participation rate | 95.2% | 72.8%+22.4pp | 76.9%+18.4pp | 69.5%+25.8pp |
| Annual return | 27.79% | 24.46%+3.3pp | 28.19%-0.4pp | 81.00%-53.2pp |
| Employer contribution / active EE | $3,212 | $1,894+69.6% | $2,521+27.4% | $2,440+31.6% |
| Participant deferral / active EE | $8,462 | $3,270+158.8% | $4,049+109.0% | $3,607+134.6% |
| Admin fee / account holder | $2,702 | $5,055-46.5% | $7,497-64.0% | $5,124-47.3% |