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 | $93,060 | $48,076+93.6% | $78,689+18.3% | $62,891+48.0% |
| Participation rate | 72.1% | 65.2%+6.9pp | 73.6%-1.5pp | 69.3%+2.8pp |
| Annual return | 6.56% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,486 | $2,015+23.4% | $2,851-12.8% | $2,281+9.0% |
| Participant deferral / active EE | $3,298 | $2,588+27.4% | $3,517-6.2% | $3,203+3.0% |
| Admin fee / account holder | $1,799 | $3,207-43.9% | $4,510-60.1% | $4,296-58.1% |