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 | $110,933 | $73,787+50.3% | $98,716+12.4% | $82,448+34.5% |
| Participation rate | 77.3% | 61.4%+15.9pp | 69.3%+8.0pp | 68.1%+9.2pp |
| Annual return | 15.55% | 18.57%-3.0pp | 31.81%-16.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,350 | $1,511+55.5% | $2,279+3.1% | $2,551-7.9% |
| Participant deferral / active EE | $4,976 | $3,081+61.5% | $4,048+22.9% | $4,139+20.2% |
| Admin fee / account holder | $3,061 | $6,500-52.9% | $8,703-64.8% | $7,234-57.7% |