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 | $113,514 | $60,349+88.1% | $74,183+53.0% | $62,891+80.5% |
| Participation rate | 93.3% | 72.7%+20.6pp | 76.6%+16.7pp | 69.3%+24.0pp |
| Annual return | 9.29% | 21.37%-12.1pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $7,912 | $1,680+370.9% | $2,370+233.8% | $2,281+246.9% |
| Participant deferral / active EE | $4,854 | $2,856+69.9% | $3,550+36.7% | $3,203+51.5% |
| Admin fee / account holder | $1,210 | $4,261-71.6% | $5,586-78.3% | $4,296-71.8% |