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 | $110,917 | $52,836+109.9% | $105,738+4.9% | $64,186+72.8% |
| Participation rate | 91.2% | 66.5%+24.6pp | 76.3%+14.8pp | 69.6%+21.6pp |
| Annual return | 7.18% | 14.30%-7.1pp | 6.27%+0.9pp | 7.63%-0.4pp |
| Employer contribution / active EE | $4,035 | $1,827+120.9% | $3,268+23.5% | $2,381+69.5% |
| Participant deferral / active EE | $2,801 | $2,545+10.0% | $4,080-31.4% | $3,470-19.3% |
| Admin fee / account holder | $2,752 | $3,959-30.5% | $6,913-60.2% | $4,888-43.7% |