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 | $119,790 | $51,175+134.1% | $70,515+69.9% | $75,163+59.4% |
| Participation rate | 71.4% | 60.9%+10.5pp | 68.3%+3.1pp | 67.2%+4.2pp |
| Annual return | 17.39% | 30.02%-12.6pp | 32.77%-15.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,010 | $1,826+10.1% | $2,973-32.4% | $2,670-24.7% |
| Participant deferral / active EE | $5,334 | $2,849+87.2% | $4,567+16.8% | $4,125+29.3% |
| Admin fee / account holder | $6,054 | $4,091+48.0% | $6,412-5.6% | $5,651+7.1% |