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 | $81,120 | $57,828+40.3% | $117,039-30.7% | $70,131+15.7% |
| Participation rate | 96.4% | 67.1%+29.3pp | 77.2%+19.2pp | 69.5%+26.9pp |
| Annual return | 19.60% | 17.55%+2.1pp | 18.95%+0.7pp | 73.14%-53.5pp |
| Employer contribution / active EE | $4,556 | $1,816+150.9% | $3,785+20.4% | $2,342+94.5% |
| Participant deferral / active EE | $7,439 | $2,438+205.2% | $3,929+89.3% | $3,332+123.3% |
| Admin fee / account holder | $641 | $3,548-81.9% | $5,974-89.3% | $4,645-86.2% |