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 | $117,803 | $83,477+41.1% | $125,175-5.9% | $72,985+61.4% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.2pp | 69.5%+24.5pp |
| Annual return | 20.60% | 25.78%-5.2pp | 43.79%-23.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $4,006 | $2,345+70.8% | $3,865+3.6% | $2,440+64.2% |
| Participant deferral / active EE | $5,290 | $3,585+47.5% | $4,937+7.2% | $3,607+46.6% |
| Admin fee / account holder | $2,930 | $5,517-46.9% | $9,702-69.8% | $5,124-42.8% |