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 | $109,949 | $56,897+93.2% | $84,750+29.7% | $62,891+74.8% |
| Participation rate | 74.2% | 68.5%+5.7pp | 76.6%-2.4pp | 69.3%+4.9pp |
| Annual return | 7.13% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,596 | $2,400+49.8% | $3,574+0.6% | $2,281+57.7% |
| Participant deferral / active EE | $9,714 | $2,709+258.6% | $3,712+161.7% | $3,203+203.3% |
| Admin fee / account holder | $8,938 | $3,581+149.6% | $5,332+67.6% | $4,296+108.1% |