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 | $127,620 | $54,762+133.0% | $90,281+41.4% | $72,985+74.9% |
| Participation rate | 88.5% | 65.1%+23.3pp | 73.3%+15.2pp | 69.5%+19.0pp |
| Annual return | 27.56% | 30.63%-3.1pp | 78.10%-50.5pp | 81.00%-53.4pp |
| Employer contribution / active EE | $6,493 | $2,092+210.3% | $2,854+127.5% | $2,440+166.1% |
| Participant deferral / active EE | $6,838 | $2,887+136.9% | $3,885+76.0% | $3,607+89.6% |
| Admin fee / account holder | $2,513 | $3,972-36.7% | $5,351-53.0% | $5,124-51.0% |