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 | $126,590 | $108,825+16.3% | $156,181-18.9% | $82,448+53.5% |
| Participation rate | 93.2% | 72.4%+20.8pp | 78.8%+14.4pp | 68.1%+25.1pp |
| Annual return | 14.75% | 20.59%-5.8pp | 64.87%-50.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $4,962 | $2,870+72.9% | $4,294+15.6% | $2,551+94.5% |
| Participant deferral / active EE | $6,762 | $4,577+47.7% | $6,132+10.3% | $4,139+63.4% |
| Admin fee / account holder | $2,527 | $9,341-72.9% | $14,586-82.7% | $7,234-65.1% |