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 | $105,339 | $72,277+45.7% | $101,248+4.0% | $79,858+31.9% |
| Participation rate | 98.0% | 68.5%+29.5pp | 75.8%+22.2pp | 69.6%+28.4pp |
| Annual return | 19.13% | 22.30%-3.2pp | 46.47%-27.3pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,608 | $2,692-3.1% | $3,660-28.7% | $2,471+5.5% |
| Participant deferral / active EE | $5,967 | $3,282+81.8% | $4,370+36.5% | $3,740+59.5% |
| Admin fee / account holder | $366 | $4,400-91.7% | $5,945-93.9% | $5,306-93.1% |