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 | $116,147 | $83,477+39.1% | $125,175-7.2% | $72,985+59.1% |
| Participation rate | 74.1% | 73.3%+0.8pp | 79.8%-5.7pp | 69.5%+4.6pp |
| Annual return | 25.65% | 25.78%-0.1pp | 43.79%-18.1pp | 81.00%-55.4pp |
| Employer contribution / active EE | $3,738 | $2,345+59.4% | $3,865-3.3% | $2,440+53.2% |
| Participant deferral / active EE | $4,305 | $3,585+20.1% | $4,937-12.8% | $3,607+19.3% |
| Admin fee / account holder | $8,290 | $5,517+50.3% | $9,702-14.5% | $5,124+61.8% |