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 | $106,359 | $70,475+50.9% | $100,516+5.8% | $79,858+33.2% |
| Participation rate | 82.9% | 73.7%+9.2pp | 79.4%+3.5pp | 69.6%+13.2pp |
| Annual return | 17.46% | 21.90%-4.4pp | 30.89%-13.4pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,833 | $2,165+77.1% | $3,418+12.1% | $2,471+55.1% |
| Participant deferral / active EE | $8,440 | $5,181+62.9% | $6,270+34.6% | $3,740+125.7% |
| Admin fee / account holder | $1,788 | $4,478-60.1% | $8,081-77.9% | $5,306-66.3% |