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 | $120,909 | $55,706+117.0% | $75,886+59.3% | $72,985+65.7% |
| Participation rate | 97.1% | 61.1%+36.0pp | 69.3%+27.9pp | 69.5%+27.7pp |
| Annual return | 21.03% | 27.59%-6.6pp | 30.76%-9.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $5,194 | $1,687+207.9% | $2,500+107.7% | $2,440+112.9% |
| Participant deferral / active EE | $6,167 | $2,634+134.1% | $3,603+71.2% | $3,607+71.0% |
| Admin fee / account holder | $1,623 | $3,978-59.2% | $5,418-70.0% | $5,124-68.3% |