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 | $99,911 | $57,016+75.2% | $84,966+17.6% | $80,856+23.6% |
| Participation rate | 97.3% | 56.3%+40.9pp | 67.5%+29.8pp | 67.6%+29.7pp |
| Annual return | 13.53% | 21.66%-8.1pp | 66.38%-52.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,914 | $1,798+6.5% | $2,727-29.8% | $2,755-30.5% |
| Participant deferral / active EE | $7,024 | $3,110+125.9% | $4,519+55.4% | $4,296+63.5% |
| Admin fee / account holder | $10,491 | $4,980+110.6% | $6,149+70.6% | $6,918+51.6% |