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 | $112,532 | $77,503+45.2% | $100,391+12.1% | $80,856+39.2% |
| Participation rate | 96.2% | 76.9%+19.2pp | 81.5%+14.7pp | 67.6%+28.5pp |
| Annual return | 13.79% | 37.20%-23.4pp | 49.20%-35.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,354 | $2,801+55.5% | $3,942+10.5% | $2,755+58.1% |
| Participant deferral / active EE | $6,341 | $6,820-7.0% | $8,082-21.5% | $4,296+47.6% |
| Admin fee / account holder | $1,023 | $5,897-82.7% | $7,899-87.1% | $6,918-85.2% |