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 | $102,129 | $70,475+44.9% | $100,516+1.6% | $79,858+27.9% |
| Participation rate | 90.2% | 73.7%+16.5pp | 79.4%+10.8pp | 69.6%+20.6pp |
| Annual return | 18.53% | 21.90%-3.4pp | 30.89%-12.4pp | 31.71%-13.2pp |
| Employer contribution / active EE | $5,666 | $2,165+161.8% | $3,418+65.8% | $2,471+129.3% |
| Participant deferral / active EE | $8,381 | $5,181+61.8% | $6,270+33.7% | $3,740+124.1% |
| Admin fee / account holder | $5,842 | $4,478+30.4% | $8,081-27.7% | $5,306+10.1% |