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 | $106,186 | $70,475+50.7% | $100,516+5.6% | $79,858+33.0% |
| Participation rate | 93.1% | 73.7%+19.4pp | 79.4%+13.7pp | 69.6%+23.5pp |
| Annual return | 15.09% | 21.90%-6.8pp | 30.89%-15.8pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,027 | $2,165+39.9% | $3,418-11.4% | $2,471+22.5% |
| Participant deferral / active EE | $8,114 | $5,181+56.6% | $6,270+29.4% | $3,740+117.0% |
| Admin fee / account holder | $1,527 | $4,478-65.9% | $8,081-81.1% | $5,306-71.2% |