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 | $99,124 | $63,355+56.5% | $91,989+7.8% | $72,985+35.8% |
| Participation rate | 84.0% | 72.5%+11.5pp | 78.6%+5.4pp | 69.5%+14.5pp |
| Annual return | 22.53% | 35.35%-12.8pp | 69.02%-46.5pp | 81.00%-58.5pp |
| Employer contribution / active EE | $860 | $2,116-59.3% | $3,452-75.1% | $2,440-64.8% |
| Participant deferral / active EE | $8,134 | $4,883+66.6% | $5,923+37.3% | $3,607+125.5% |
| Admin fee / account holder | $9,187 | $4,668+96.8% | $7,743+18.6% | $5,124+79.3% |