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 | $115,219 | $58,523+96.9% | $99,443+15.9% | $72,985+57.9% |
| Participation rate | 84.6% | 64.6%+20.0pp | 73.8%+10.8pp | 69.5%+15.1pp |
| Annual return | 22.04% | 28.51%-6.5pp | 30.72%-8.7pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,753 | $1,512+148.2% | $2,540+47.8% | $2,440+53.8% |
| Participant deferral / active EE | $10,097 | $2,606+287.5% | $3,619+179.0% | $3,607+179.9% |
| Admin fee / account holder | $4,669 | $4,102+13.8% | $6,250-25.3% | $5,124-8.9% |