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 | $100,304 | $56,277+78.2% | $80,975+23.9% | $62,891+59.5% |
| Participation rate | 94.3% | 69.0%+25.3pp | 75.8%+18.5pp | 69.3%+25.0pp |
| Annual return | 6.34% | 22.12%-15.8pp | 17.10%-10.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,871 | $1,943+150.7% | $3,714+31.1% | $2,281+113.5% |
| Participant deferral / active EE | $8,838 | $4,195+110.7% | $5,696+55.2% | $3,203+175.9% |
| Admin fee / account holder | $9,323 | $3,741+149.2% | $5,516+69.0% | $4,296+117.0% |