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 | $110,557 | $48,076+130.0% | $78,689+40.5% | $62,891+75.8% |
| Participation rate | 96.0% | 65.2%+30.8pp | 73.6%+22.4pp | 69.3%+26.7pp |
| Annual return | 5.65% | 31.35%-25.7pp | 62.18%-56.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $4,503 | $2,015+123.5% | $2,851+58.0% | $2,281+97.4% |
| Participant deferral / active EE | $6,874 | $2,588+165.6% | $3,517+95.4% | $3,203+114.6% |
| Admin fee / account holder | $798 | $3,207-75.1% | $4,510-82.3% | $4,296-81.4% |