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 | $101,932 | $72,492+40.6% | $87,100+17.0% | $72,985+39.7% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 17.10% | 24.46%-7.4pp | 28.19%-11.1pp | 81.00%-63.9pp |
| Employer contribution / active EE | $5,824 | $1,894+207.5% | $2,521+131.0% | $2,440+138.7% |
| Participant deferral / active EE | $4,238 | $3,270+29.6% | $4,049+4.7% | $3,607+17.5% |
| Admin fee / account holder | $47,788 | $5,055+845.4% | $7,497+537.5% | $5,124+832.6% |