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 | $115,283 | $76,552+50.6% | $123,892-6.9% | $62,891+83.3% |
| Participation rate | 89.2% | 73.0%+16.2pp | 81.4%+7.8pp | 69.3%+19.9pp |
| Annual return | 7.91% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,110 | $2,883+7.9% | $4,617-32.6% | $2,281+36.3% |
| Participant deferral / active EE | $10,919 | $4,840+125.6% | $5,984+82.5% | $3,203+240.9% |
| Admin fee / account holder | $15,382 | $4,826+218.8% | $8,357+84.1% | $4,296+258.1% |