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 | $108,945 | $76,552+42.3% | $123,892-12.1% | $62,891+73.2% |
| Participation rate | 81.3% | 73.0%+8.3pp | 81.4%-0.2pp | 69.3%+11.9pp |
| Annual return | 25.95% | 18.68%+7.3pp | 47.52%-21.6pp | 20.14%+5.8pp |
| Employer contribution / active EE | $3,516 | $2,883+22.0% | $4,617-23.9% | $2,281+54.1% |
| Participant deferral / active EE | $7,670 | $4,840+58.5% | $5,984+28.2% | $3,203+139.5% |
| Admin fee / account holder | $1,452 | $4,826-69.9% | $8,357-82.6% | $4,296-66.2% |