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 | $129,963 | $76,552+69.8% | $123,892+4.9% | $62,891+106.6% |
| Participation rate | 88.5% | 73.0%+15.5pp | 81.4%+7.0pp | 69.3%+19.2pp |
| Annual return | 8.02% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $9,028 | $2,883+213.2% | $4,617+95.5% | $2,281+295.8% |
| Participant deferral / active EE | $4,156 | $4,840-14.1% | $5,984-30.6% | $3,203+29.8% |
| Admin fee / account holder | $5,630 | $4,826+16.7% | $8,357-32.6% | $4,296+31.1% |