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 | $137,429 | $72,492+89.6% | $87,100+57.8% | $72,985+88.3% |
| Participation rate | 90.6% | 72.8%+17.8pp | 76.9%+13.8pp | 69.5%+21.1pp |
| Annual return | 29.53% | 24.46%+5.1pp | 28.19%+1.3pp | 81.00%-51.5pp |
| Employer contribution / active EE | $3,164 | $1,894+67.1% | $2,521+25.5% | $2,440+29.7% |
| Participant deferral / active EE | $5,372 | $3,270+64.3% | $4,049+32.7% | $3,607+48.9% |
| Admin fee / account holder | $1,409 | $5,055-72.1% | $7,497-81.2% | $5,124-72.5% |