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 | $103,733 | $74,927+38.4% | $101,794+1.9% | $84,808+22.3% |
| Participation rate | 84.8% | 61.4%+23.4pp | 69.2%+15.7pp | 68.3%+16.5pp |
| Annual return | 14.87% | 18.70%-3.8pp | 30.53%-15.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,008 | $1,522+97.7% | $2,289+31.4% | $2,631+14.3% |
| Participant deferral / active EE | $5,416 | $3,099+74.7% | $4,084+32.6% | $4,212+28.6% |
| Admin fee / account holder | $22,838 | $6,514+250.6% | $8,777+160.2% | $7,344+211.0% |