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 | $95,916 | $54,762+75.2% | $90,281+6.2% | $72,985+31.4% |
| Participation rate | 87.5% | 65.1%+22.4pp | 73.3%+14.2pp | 69.5%+18.0pp |
| Annual return | 22.44% | 30.63%-8.2pp | 78.10%-55.7pp | 81.00%-58.6pp |
| Employer contribution / active EE | $5,280 | $2,092+152.3% | $2,854+85.0% | $2,440+116.4% |
| Participant deferral / active EE | $3,668 | $2,887+27.1% | $3,885-5.6% | $3,607+1.7% |
| Admin fee / account holder | $55,602 | $3,972+1299.8% | $5,351+939.0% | $5,124+985.0% |