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 | $94,822 | $56,897+66.7% | $84,750+11.9% | $62,891+50.8% |
| Participation rate | 77.4% | 68.5%+8.9pp | 76.6%+0.8pp | 69.3%+8.1pp |
| Annual return | 5.92% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,056 | $2,400-14.3% | $3,574-42.5% | $2,281-9.9% |
| Participant deferral / active EE | $3,904 | $2,709+44.1% | $3,712+5.2% | $3,203+21.9% |
| Admin fee / account holder | $3,578 | $3,581-0.1% | $5,332-32.9% | $4,296-16.7% |