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 | $74,117 | $46,553+59.2% | $64,056+15.7% | $75,163-1.4% |
| Participation rate | 87.5% | 65.9%+21.6pp | 72.3%+15.2pp | 67.2%+20.3pp |
| Annual return | 25.11% | 26.03%-0.9pp | 33.69%-8.6pp | 160.62%-135.5pp |
| Employer contribution / active EE | $1,996 | $1,974+1.1% | $2,747-27.3% | $2,670-25.2% |
| Participant deferral / active EE | $5,658 | $2,837+99.4% | $3,880+45.8% | $4,125+37.1% |
| Admin fee / account holder | $4,452 | $2,952+50.8% | $3,068+45.1% | $5,651-21.2% |