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 | $123,330 | $58,512+110.8% | $84,015+46.8% | $72,985+69.0% |
| Participation rate | 96.3% | 61.2%+35.1pp | 69.0%+27.3pp | 69.5%+26.8pp |
| Annual return | 22.70% | 28.93%-6.2pp | 71.31%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,373 | $1,163+104.0% | $1,983+19.6% | $2,440-2.8% |
| Participant deferral / active EE | $4,676 | $2,394+95.4% | $3,239+44.4% | $3,607+29.6% |
| Admin fee / account holder | $3,449 | $4,569-24.5% | $6,101-43.5% | $5,124-32.7% |