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 | $111,981 | $56,897+96.8% | $84,750+32.1% | $62,891+78.1% |
| Participation rate | 79.4% | 68.5%+10.9pp | 76.6%+2.8pp | 69.3%+10.1pp |
| Annual return | 9.66% | 6.30%+3.4pp | 22.78%-13.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $4,579 | $2,400+90.8% | $3,574+28.1% | $2,281+100.8% |
| Participant deferral / active EE | $3,612 | $2,709+33.3% | $3,712-2.7% | $3,203+12.8% |
| Admin fee / account holder | $3,466 | $3,581-3.2% | $5,332-35.0% | $4,296-19.3% |