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 | $106,193 | $60,349+76.0% | $74,183+43.1% | $62,891+68.9% |
| Participation rate | 81.6% | 72.7%+8.9pp | 76.6%+5.0pp | 69.3%+12.3pp |
| Annual return | 30.49% | 21.37%+9.1pp | 17.74%+12.8pp | 20.14%+10.4pp |
| Employer contribution / active EE | $1,469 | $1,680-12.6% | $2,370-38.0% | $2,281-35.6% |
| Participant deferral / active EE | $4,650 | $2,856+62.8% | $3,550+31.0% | $3,203+45.2% |
| Admin fee / account holder | $8,551 | $4,261+100.7% | $5,586+53.1% | $4,296+99.1% |