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 | $118,154 | $78,422+50.7% | $95,952+23.1% | $79,858+48.0% |
| Participation rate | 95.9% | 73.5%+22.4pp | 77.1%+18.8pp | 69.6%+26.3pp |
| Annual return | 13.37% | 19.37%-6.0pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,070 | $1,945+6.4% | $2,541-18.5% | $2,471-16.2% |
| Participant deferral / active EE | $6,979 | $3,440+102.9% | $4,167+67.5% | $3,740+86.6% |
| Admin fee / account holder | $9,654 | $5,622+71.7% | $6,795+42.1% | $5,306+81.9% |