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 | $82,049 | $76,552+7.2% | $123,892-33.8% | $62,891+30.5% |
| Participation rate | 93.1% | 73.0%+20.1pp | 81.4%+11.7pp | 69.3%+23.8pp |
| Annual return | 11.58% | 18.68%-7.1pp | 47.52%-35.9pp | 20.14%-8.6pp |
| Employer contribution / active EE | $7,688 | $2,883+166.7% | $4,617+66.5% | $2,281+237.0% |
| Participant deferral / active EE | $12,774 | $4,840+163.9% | $5,984+113.5% | $3,203+298.8% |
| Admin fee / account holder | $12,844 | $4,826+166.2% | $8,357+53.7% | $4,296+199.0% |