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 | $108,974 | $58,512+86.2% | $84,015+29.7% | $72,985+49.3% |
| Participation rate | 71.0% | 61.2%+9.7pp | 69.0%+2.0pp | 69.5%+1.5pp |
| Annual return | 25.59% | 28.93%-3.3pp | 71.31%-45.7pp | 81.00%-55.4pp |
| Employer contribution / active EE | $3,056 | $1,163+162.8% | $1,983+54.1% | $2,440+25.2% |
| Participant deferral / active EE | $5,050 | $2,394+111.0% | $3,239+55.9% | $3,607+40.0% |
| Admin fee / account holder | $5,732 | $4,569+25.5% | $6,101-6.0% | $5,124+11.9% |