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 | $95,408 | $60,349+58.1% | $74,183+28.6% | $62,891+51.7% |
| Participation rate | 91.8% | 72.7%+19.1pp | 76.6%+15.2pp | 69.3%+22.5pp |
| Annual return | 14.43% | 21.37%-6.9pp | 17.74%-3.3pp | 20.14%-5.7pp |
| Employer contribution / active EE | $3,637 | $1,680+116.5% | $2,370+53.5% | $2,281+59.5% |
| Participant deferral / active EE | $6,945 | $2,856+143.2% | $3,550+95.6% | $3,203+116.8% |
| Admin fee / account holder | $2,276 | $4,261-46.6% | $5,586-59.3% | $4,296-47.0% |