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 | $109,494 | $80,968+35.2% | $96,544+13.4% | $75,163+45.7% |
| Participation rate | 89.7% | 71.8%+18.0pp | 76.0%+13.8pp | 67.2%+22.6pp |
| Annual return | 19.06% | 27.06%-8.0pp | 25.84%-6.8pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,704 | $2,282+18.5% | $2,965-8.8% | $2,670+1.3% |
| Participant deferral / active EE | $6,036 | $3,928+53.7% | $4,851+24.4% | $4,125+46.3% |
| Admin fee / account holder | $7,094 | $6,724+5.5% | $8,252-14.0% | $5,651+25.5% |