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 | $112,363 | $60,892+84.5% | $82,389+36.4% | $84,808+32.5% |
| Participation rate | 91.1% | 63.3%+27.8pp | 69.5%+21.6pp | 68.3%+22.8pp |
| Annual return | 14.78% | 37.29%-22.5pp | 28.67%-13.9pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,453 | $1,779+37.9% | $2,517-2.5% | $2,631-6.8% |
| Participant deferral / active EE | $7,297 | $3,179+129.6% | $4,155+75.6% | $4,212+73.3% |
| Admin fee / account holder | $9,930 | $5,467+81.6% | $7,231+37.3% | $7,344+35.2% |