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 | $100,655 | $78,422+28.4% | $95,952+4.9% | $79,858+26.0% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 15.04% | 19.37%-4.3pp | 91.61%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,164 | $1,945+11.2% | $2,541-14.8% | $2,471-12.4% |
| Participant deferral / active EE | $7,297 | $3,440+112.1% | $4,167+75.1% | $3,740+95.1% |
| Admin fee / account holder | $6,172 | $5,622+9.8% | $6,795-9.2% | $5,306+16.3% |