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 | $106,277 | $81,460+30.5% | $103,333+2.8% | $80,856+31.4% |
| Participation rate | 93.3% | 66.8%+26.5pp | 74.5%+18.8pp | 67.6%+25.7pp |
| Annual return | 18.73% | 25.55%-6.8pp | 24.88%-6.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $6,953 | $3,105+123.9% | $3,868+79.8% | $2,755+152.4% |
| Participant deferral / active EE | $8,223 | $3,869+112.6% | $5,057+62.6% | $4,296+91.4% |
| Admin fee / account holder | $3,120 | $6,566-52.5% | $8,355-62.7% | $6,918-54.9% |