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 | $87,943 | $53,018+65.9% | $70,014+25.6% | $62,891+39.8% |
| Participation rate | 70.4% | 67.2%+3.2pp | 71.8%-1.4pp | 69.3%+1.1pp |
| Annual return | 10.10% | 13.35%-3.3pp | 12.99%-2.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $3,069 | $1,799+70.6% | $2,338+31.3% | $2,281+34.6% |
| Participant deferral / active EE | $5,586 | $2,395+133.2% | $2,931+90.6% | $3,203+74.4% |
| Admin fee / account holder | $408 | $3,690-88.9% | $4,380-90.7% | $4,296-90.5% |