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 | $115,389 | $83,477+38.2% | $125,175-7.8% | $72,985+58.1% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.5%+23.6pp |
| Annual return | 26.95% | 25.78%+1.2pp | 43.79%-16.8pp | 81.00%-54.0pp |
| Employer contribution / active EE | $3,192 | $2,345+36.1% | $3,865-17.4% | $2,440+30.8% |
| Participant deferral / active EE | $7,432 | $3,585+107.3% | $4,937+50.5% | $3,607+106.0% |
| Admin fee / account holder | $3,722 | $5,517-32.5% | $9,702-61.6% | $5,124-27.4% |