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 | $94,441 | $58,512+61.4% | $84,015+12.4% | $72,985+29.4% |
| Participation rate | 92.9% | 61.2%+31.6pp | 69.0%+23.8pp | 69.5%+23.4pp |
| Annual return | 21.42% | 28.93%-7.5pp | 71.31%-49.9pp | 81.00%-59.6pp |
| Employer contribution / active EE | $5,678 | $1,163+388.2% | $1,983+186.2% | $2,440+132.7% |
| Participant deferral / active EE | $4,051 | $2,394+69.2% | $3,239+25.1% | $3,607+12.3% |
| Admin fee / account holder | $559 | $4,569-87.8% | $6,101-90.8% | $5,124-89.1% |