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 | $110,897 | $93,170+19.0% | $100,534+10.3% | $84,808+30.8% |
| Participation rate | 74.3% | 75.8%-1.5pp | 80.6%-6.3pp | 68.3%+6.0pp |
| Annual return | 22.60% | 47.13%-24.5pp | 32.66%-10.1pp | 40.90%-18.3pp |
| Employer contribution / active EE | $4,646 | $3,985+16.6% | $4,346+6.9% | $2,631+76.6% |
| Participant deferral / active EE | $9,563 | $5,699+67.8% | $6,144+55.6% | $4,212+127.1% |
| Admin fee / account holder | $1,710 | $7,382-76.8% | $7,654-77.7% | $7,344-76.7% |