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 | $109,639 | $78,520+39.6% | $96,576+13.5% | $82,448+33.0% |
| Participation rate | 93.5% | 77.7%+15.8pp | 81.4%+12.1pp | 68.1%+25.5pp |
| Annual return | 14.77% | 41.30%-26.5pp | 38.47%-23.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,891 | $2,630+48.0% | $3,553+9.5% | $2,551+52.5% |
| Participant deferral / active EE | $9,452 | $6,754+39.9% | $7,956+18.8% | $4,139+128.3% |
| Admin fee / account holder | $19,065 | $13,455+41.7% | $11,381+67.5% | $7,234+163.5% |