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 | $123,766 | $90,503+36.8% | $78,689+57.3% | $273,961-54.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 8.63% | 75.60%-67.0pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $3,272 | $3,176+3.0% | $2,851+14.8% | $4,869-32.8% |
| Participant deferral / active EE | $7,353 | $3,901+88.5% | $3,517+109.1% | $5,287+39.1% |
| Admin fee / account holder | $22,206 | $5,263+321.9% | $4,510+392.3% | $10,132+119.2% |