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 | $144,704 | $68,547+111.1% | $120,354+20.2% | $80,856+79.0% |
| Participation rate | 89.5% | 61.6%+27.9pp | 71.9%+17.6pp | 67.6%+21.8pp |
| Annual return | 11.55% | 23.60%-12.0pp | 107.15%-95.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,075 | $2,051+1.2% | $3,463-40.1% | $2,755-24.7% |
| Participant deferral / active EE | $5,722 | $3,173+80.3% | $4,991+14.6% | $4,296+33.2% |
| Admin fee / account holder | $2,130 | $5,732-62.8% | $9,423-77.4% | $6,918-69.2% |