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 | $96,292 | $64,480+49.3% | $81,382+18.3% | $80,856+19.1% |
| Participation rate | 83.3% | 63.9%+19.5pp | 69.5%+13.8pp | 67.6%+15.7pp |
| Annual return | 17.78% | 16.34%+1.4pp | 24.73%-7.0pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,806 | $1,978+41.9% | $2,463+14.0% | $2,755+1.9% |
| Participant deferral / active EE | $4,733 | $3,094+53.0% | $3,883+21.9% | $4,296+10.2% |
| Admin fee / account holder | $2,897 | $5,671-48.9% | $5,768-49.8% | $6,918-58.1% |