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 | $143,868 | $83,477+72.3% | $125,175+14.9% | $72,985+97.1% |
| Participation rate | 70.4% | 73.3%-2.9pp | 79.8%-9.4pp | 69.5%+0.9pp |
| Annual return | 25.53% | 25.78%-0.2pp | 43.79%-18.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $2,433 | $2,345+3.7% | $3,865-37.1% | $2,440-0.3% |
| Participant deferral / active EE | $5,917 | $3,585+65.0% | $4,937+19.9% | $3,607+64.0% |
| Admin fee / account holder | $3,030 | $5,517-45.1% | $9,702-68.8% | $5,124-40.9% |