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 | $100,252 | $88,707+13.0% | $74,183+35.1% | $273,961-63.4% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 5.10% | 11.94%-6.8pp | 17.74%-12.6pp | 41.45%-36.4pp |
| Employer contribution / active EE | $6,665 | $3,159+111.0% | $2,370+181.2% | $4,869+36.9% |
| Participant deferral / active EE | $4,803 | $4,212+14.0% | $3,550+35.3% | $5,287-9.2% |
| Admin fee / account holder | $759 | $8,717-91.3% | $5,586-86.4% | $10,132-92.5% |