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 | $108,518 | $73,933+46.8% | $96,683+12.2% | $75,163+44.4% |
| Participation rate | 92.9% | 66.4%+26.4pp | 74.3%+18.5pp | 67.2%+25.7pp |
| Annual return | 20.46% | 26.70%-6.2pp | 35.69%-15.2pp | 160.62%-140.2pp |
| Employer contribution / active EE | $34,480 | $2,928+1077.7% | $3,737+822.7% | $2,670+1191.5% |
| Participant deferral / active EE | $3,626 | $3,659-0.9% | $4,878-25.7% | $4,125-12.1% |
| Admin fee / account holder | $6,874 | $5,216+31.8% | $6,730+2.1% | $5,651+21.6% |