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 | $78,498 | $53,018+48.1% | $70,014+12.1% | $62,891+24.8% |
| Participation rate | 85.3% | 67.2%+18.1pp | 71.8%+13.5pp | 69.3%+16.0pp |
| Annual return | 6.65% | 13.35%-6.7pp | 12.99%-6.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,731 | $1,799+51.8% | $2,338+16.8% | $2,281+19.8% |
| Participant deferral / active EE | $6,355 | $2,395+165.3% | $2,931+116.8% | $3,203+98.4% |
| Admin fee / account holder | $4,435 | $3,690+20.2% | $4,380+1.3% | $4,296+3.3% |