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 | $88,580 | $56,897+55.7% | $84,750+4.5% | $62,891+40.8% |
| Participation rate | 80.9% | 68.5%+12.3pp | 76.6%+4.3pp | 69.3%+11.5pp |
| Annual return | 8.56% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $4,910 | $2,400+104.6% | $3,574+37.4% | $2,281+115.3% |
| Participant deferral / active EE | $2,196 | $2,709-18.9% | $3,712-40.8% | $3,203-31.4% |
| Admin fee / account holder | $1,841 | $3,581-48.6% | $5,332-65.5% | $4,296-57.1% |