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 | $93,180 | $54,762+70.2% | $90,281+3.2% | $72,985+27.7% |
| Participation rate | 97.8% | 65.1%+32.6pp | 73.3%+24.5pp | 69.5%+28.3pp |
| Annual return | 17.75% | 30.63%-12.9pp | 78.10%-60.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $2,669 | $2,092+27.5% | $2,854-6.5% | $2,440+9.4% |
| Participant deferral / active EE | $4,390 | $2,887+52.1% | $3,885+13.0% | $3,607+21.7% |
| Admin fee / account holder | $10,308 | $3,972+159.5% | $5,351+92.6% | $5,124+101.1% |