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 | $123,394 | $56,897+116.9% | $84,750+45.6% | $62,891+96.2% |
| Participation rate | 81.6% | 68.5%+13.0pp | 76.6%+5.0pp | 69.3%+12.3pp |
| Annual return | 6.85% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,361 | $2,400-1.6% | $3,574-33.9% | $2,281+3.5% |
| Participant deferral / active EE | $5,847 | $2,709+115.8% | $3,712+57.5% | $3,203+82.6% |
| Admin fee / account holder | $12,417 | $3,581+246.8% | $5,332+132.9% | $4,296+189.1% |