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 | $87,232 | $56,277+55.0% | $80,975+7.7% | $62,891+38.7% |
| Participation rate | 89.1% | 69.0%+20.1pp | 75.8%+13.3pp | 69.3%+19.8pp |
| Annual return | 12.47% | 22.12%-9.7pp | 17.10%-4.6pp | 20.14%-7.7pp |
| Employer contribution / active EE | $2,442 | $1,943+25.7% | $3,714-34.2% | $2,281+7.1% |
| Participant deferral / active EE | $9,388 | $4,195+123.8% | $5,696+64.8% | $3,203+193.1% |
| Admin fee / account holder | $3,752 | $3,741+0.3% | $5,516-32.0% | $4,296-12.7% |