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 | $82,723 | $51,708+60.0% | $106,619-22.4% | $62,891+31.5% |
| Participation rate | 94.2% | 66.9%+27.4pp | 78.0%+16.2pp | 69.3%+24.9pp |
| Annual return | 6.57% | 4.69%+1.9pp | 9.42%-2.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,370 | $1,764+91.1% | $3,947-14.6% | $2,281+47.8% |
| Participant deferral / active EE | $2,952 | $2,315+27.5% | $3,930-24.9% | $3,203-7.8% |
| Admin fee / account holder | $3,086 | $3,349-7.8% | $6,418-51.9% | $4,296-28.1% |