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 | $119,948 | $48,076+149.5% | $78,689+52.4% | $62,891+90.7% |
| Participation rate | 93.5% | 65.2%+28.3pp | 73.6%+20.0pp | 69.3%+24.2pp |
| Annual return | 8.70% | 31.35%-22.7pp | 62.18%-53.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $4,088 | $2,015+102.9% | $2,851+43.4% | $2,281+79.2% |
| Participant deferral / active EE | $4,741 | $2,588+83.2% | $3,517+34.8% | $3,203+48.0% |
| Admin fee / account holder | $2,036 | $3,207-36.5% | $4,510-54.9% | $4,296-52.6% |