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 | $102,950 | $58,523+75.9% | $99,443+3.5% | $72,985+41.1% |
| Participation rate | 94.9% | 64.6%+30.2pp | 73.8%+21.0pp | 69.5%+25.4pp |
| Annual return | 23.79% | 28.51%-4.7pp | 30.72%-6.9pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,796 | $1,512+84.9% | $2,540+10.1% | $2,440+14.6% |
| Participant deferral / active EE | $6,657 | $2,606+155.5% | $3,619+84.0% | $3,607+84.5% |
| Admin fee / account holder | $1,097 | $4,102-73.3% | $6,250-82.5% | $5,124-78.6% |