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 | $97,164 | $72,277+34.4% | $101,248-4.0% | $79,858+21.7% |
| Participation rate | 81.4% | 68.5%+12.9pp | 75.8%+5.6pp | 69.6%+11.8pp |
| Annual return | 15.07% | 22.30%-7.2pp | 46.47%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $3,137 | $2,692+16.5% | $3,660-14.3% | $2,471+26.9% |
| Participant deferral / active EE | $7,619 | $3,282+132.2% | $4,370+74.3% | $3,740+103.7% |
| Admin fee / account holder | $13,445 | $4,400+205.6% | $5,945+126.1% | $5,306+153.4% |