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 | $68,835 | $56,897+21.0% | $84,750-18.8% | $62,891+9.5% |
| Participation rate | 88.9% | 68.5%+20.4pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 9.10% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.0pp |
| Employer contribution / active EE | $3,657 | $2,400+52.4% | $3,574+2.3% | $2,281+60.3% |
| Participant deferral / active EE | $6,394 | $2,709+136.0% | $3,712+72.3% | $3,203+99.6% |
| Admin fee / account holder | $474 | $3,581-86.8% | $5,332-91.1% | $4,296-89.0% |