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 | $92,515 | $60,892+51.9% | $82,389+12.3% | $84,808+9.1% |
| Participation rate | 73.3% | 63.3%+10.1pp | 69.5%+3.8pp | 68.3%+5.0pp |
| Annual return | 19.58% | 37.29%-17.7pp | 28.67%-9.1pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,907 | $1,779+63.4% | $2,517+15.5% | $2,631+10.5% |
| Participant deferral / active EE | $9,399 | $3,179+195.7% | $4,155+126.2% | $4,212+123.2% |
| Admin fee / account holder | $6,131 | $5,467+12.1% | $7,231-15.2% | $7,344-16.5% |