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 | $108,391 | $78,926+37.3% | $136,749-20.7% | $84,808+27.8% |
| Participation rate | 80.0% | 62.2%+17.8pp | 72.1%+7.9pp | 68.3%+11.7pp |
| Annual return | 15.80% | 18.17%-2.4pp | 24.33%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,317 | $2,134+55.4% | $3,400-2.4% | $2,631+26.1% |
| Participant deferral / active EE | $6,200 | $3,168+95.7% | $4,692+32.1% | $4,212+47.2% |
| Admin fee / account holder | $4,128 | $6,369-35.2% | $11,386-63.7% | $7,344-43.8% |