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 | $108,163 | $86,929+24.4% | $102,423+5.6% | $80,856+33.8% |
| Participation rate | 96.4% | 72.4%+24.1pp | 76.5%+19.9pp | 67.6%+28.8pp |
| Annual return | 16.01% | 18.88%-2.9pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $3,276 | $2,369+38.3% | $3,023+8.4% | $2,755+18.9% |
| Participant deferral / active EE | $8,228 | $4,118+99.8% | $5,053+62.8% | $4,296+91.5% |
| Admin fee / account holder | $27,808 | $8,049+245.5% | $9,451+194.2% | $6,918+302.0% |