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 | $92,154 | $56,277+63.8% | $80,975+13.8% | $62,891+46.5% |
| Participation rate | 80.9% | 69.0%+11.9pp | 75.8%+5.0pp | 69.3%+11.5pp |
| Annual return | 7.73% | 22.12%-14.4pp | 17.10%-9.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $4,332 | $1,943+123.0% | $3,714+16.6% | $2,281+89.9% |
| Participant deferral / active EE | $10,255 | $4,195+144.5% | $5,696+80.0% | $3,203+220.2% |
| Admin fee / account holder | $6,973 | $3,741+86.4% | $5,516+26.4% | $4,296+62.3% |