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 | $98,605 | $78,422+25.7% | $95,952+2.8% | $79,858+23.5% |
| Participation rate | 95.2% | 73.5%+21.8pp | 77.1%+18.2pp | 69.6%+25.6pp |
| Annual return | 14.82% | 19.37%-4.5pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,449 | $1,945+25.9% | $2,541-3.6% | $2,471-0.9% |
| Participant deferral / active EE | $5,244 | $3,440+52.5% | $4,167+25.9% | $3,740+40.2% |
| Admin fee / account holder | $2,419 | $5,622-57.0% | $6,795-64.4% | $5,306-54.4% |