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 | $88,716 | $54,762+62.0% | $90,281-1.7% | $72,985+21.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.06% | 30.63%-7.6pp | 78.10%-55.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $3,259 | $2,092+55.7% | $2,854+14.2% | $2,440+33.6% |
| Participant deferral / active EE | $5,111 | $2,887+77.0% | $3,885+31.5% | $3,607+41.7% |
| Admin fee / account holder | $4,441 | $3,972+11.8% | $5,351-17.0% | $5,124-13.3% |