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 | $78,485 | $56,277+39.5% | $80,975-3.1% | $62,891+24.8% |
| Participation rate | 89.5% | 69.0%+20.5pp | 75.8%+13.7pp | 69.3%+20.2pp |
| Annual return | 9.10% | 22.12%-13.0pp | 17.10%-8.0pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,182 | $1,943+12.3% | $3,714-41.3% | $2,281-4.3% |
| Participant deferral / active EE | $10,075 | $4,195+140.2% | $5,696+76.9% | $3,203+214.5% |
| Admin fee / account holder | $3,019 | $3,741-19.3% | $5,516-45.3% | $4,296-29.7% |