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 | $91,295 | $72,277+26.3% | $101,248-9.8% | $79,858+14.3% |
| Participation rate | 95.0% | 68.5%+26.5pp | 75.8%+19.2pp | 69.6%+25.4pp |
| Annual return | 17.03% | 22.30%-5.3pp | 46.47%-29.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $5,022 | $2,692+86.6% | $3,660+37.2% | $2,471+103.3% |
| Participant deferral / active EE | $5,859 | $3,282+78.5% | $4,370+34.1% | $3,740+56.7% |
| Admin fee / account holder | $2,825 | $4,400-35.8% | $5,945-52.5% | $5,306-46.8% |