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 | $123,879 | $93,571+32.4% | $135,903-8.8% | $75,163+64.8% |
| Participation rate | 70.4% | 75.2%-4.8pp | 81.9%-11.5pp | 67.2%+3.2pp |
| Annual return | 26.26% | 30.90%-4.6pp | 68.23%-42.0pp | 160.62%-134.4pp |
| Employer contribution / active EE | $4,730 | $3,537+33.7% | $4,856-2.6% | $2,670+77.2% |
| Participant deferral / active EE | $9,305 | $6,404+45.3% | $7,758+19.9% | $4,125+125.6% |
| Admin fee / account holder | $7,652 | $6,975+9.7% | $10,762-28.9% | $5,651+35.4% |