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 | $120,957 | $95,453+26.7% | $112,040+8.0% | $82,448+46.7% |
| Participation rate | 97.4% | 72.8%+24.7pp | 76.5%+20.9pp | 68.1%+29.4pp |
| Annual return | 14.81% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $4,974 | $2,318+114.6% | $2,954+68.4% | $2,551+95.0% |
| Participant deferral / active EE | $5,092 | $4,224+20.5% | $5,098-0.1% | $4,139+23.0% |
| Admin fee / account holder | $4,848 | $9,013-46.2% | $12,098-59.9% | $7,234-33.0% |