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 | $93,044 | $84,233+10.5% | $170,442-45.4% | $70,131+32.7% |
| Participation rate | 96.8% | 70.8%+25.9pp | 83.6%+13.2pp | 69.5%+27.2pp |
| Annual return | 13.01% | 23.06%-10.1pp | 205.93%-192.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $5,119 | $3,387+51.1% | $5,433-5.8% | $2,342+118.5% |
| Participant deferral / active EE | $3,984 | $3,086+29.1% | $4,939-19.3% | $3,332+19.6% |
| Admin fee / account holder | $1,237 | $5,698-78.3% | $13,880-91.1% | $4,645-73.4% |