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 | $108,104 | $86,929+24.4% | $102,423+5.5% | $80,856+33.7% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 15.84% | 18.88%-3.0pp | 29.32%-13.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,759 | $2,369+58.6% | $3,023+24.3% | $2,755+36.4% |
| Participant deferral / active EE | $5,039 | $4,118+22.3% | $5,053-0.3% | $4,296+17.3% |
| Admin fee / account holder | $15,598 | $8,049+93.8% | $9,451+65.0% | $6,918+125.5% |