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 | $88,330 | $58,512+51.0% | $84,015+5.1% | $72,985+21.0% |
| Participation rate | 92.9% | 61.2%+31.6pp | 69.0%+23.8pp | 69.5%+23.4pp |
| Annual return | 17.39% | 28.93%-11.5pp | 71.31%-53.9pp | 81.00%-63.6pp |
| Employer contribution / active EE | $4,516 | $1,163+288.3% | $1,983+127.7% | $2,440+85.1% |
| Participant deferral / active EE | $3,343 | $2,394+39.7% | $3,239+3.2% | $3,607-7.3% |
| Admin fee / account holder | $1,233 | $4,569-73.0% | $6,101-79.8% | $5,124-75.9% |