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 | $88,965 | $63,355+40.4% | $91,989-3.3% | $72,985+21.9% |
| Participation rate | 93.2% | 72.5%+20.7pp | 78.6%+14.6pp | 69.5%+23.7pp |
| Annual return | 23.19% | 35.35%-12.2pp | 69.02%-45.8pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,844 | $2,116+34.4% | $3,452-17.6% | $2,440+16.6% |
| Participant deferral / active EE | $6,979 | $4,883+42.9% | $5,923+17.8% | $3,607+93.5% |
| Admin fee / account holder | $6,268 | $4,668+34.3% | $7,743-19.0% | $5,124+22.3% |