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 | $107,109 | $63,764+68.0% | $81,930+30.7% | $79,858+34.1% |
| Participation rate | 75.0% | 67.5%+7.5pp | 72.0%+3.0pp | 69.6%+5.4pp |
| Annual return | 27.07% | 22.66%+4.4pp | 29.49%-2.4pp | 31.71%-4.6pp |
| Employer contribution / active EE | $1,372 | $1,795-23.6% | $4,310-68.2% | $2,471-44.5% |
| Participant deferral / active EE | $3,368 | $2,780+21.1% | $7,107-52.6% | $3,740-9.9% |
| Admin fee / account holder | $1,044 | $4,426-76.4% | $5,158-79.8% | $5,306-80.3% |