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 | $101,244 | $72,277+40.1% | $101,2480% | $79,858+26.8% |
| Participation rate | 96.9% | 68.5%+28.4pp | 75.8%+21.1pp | 69.6%+27.2pp |
| Annual return | 14.76% | 22.30%-7.5pp | 46.47%-31.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,624 | $2,692-39.6% | $3,660-55.6% | $2,471-34.3% |
| Participant deferral / active EE | $8,808 | $3,282+168.4% | $4,370+101.6% | $3,740+135.5% |
| Admin fee / account holder | $678 | $4,400-84.6% | $5,945-88.6% | $5,306-87.2% |