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 | $85,935 | $56,897+51.0% | $84,750+1.4% | $62,891+36.6% |
| Participation rate | 93.5% | 68.5%+25.0pp | 76.6%+17.0pp | 69.3%+24.2pp |
| Annual return | 5.60% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,068 | $2,400-13.8% | $3,574-42.1% | $2,281-9.3% |
| Participant deferral / active EE | $4,295 | $2,709+58.5% | $3,712+15.7% | $3,203+34.1% |
| Admin fee / account holder | $6,094 | $3,581+70.2% | $5,332+14.3% | $4,296+41.9% |