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 | $92,147 | $63,355+45.4% | $91,989+0.2% | $72,985+26.3% |
| Participation rate | 86.7% | 72.5%+14.1pp | 78.6%+8.0pp | 69.5%+17.2pp |
| Annual return | 23.35% | 35.35%-12.0pp | 69.02%-45.7pp | 81.00%-57.7pp |
| Employer contribution / active EE | $3,776 | $2,116+78.5% | $3,452+9.4% | $2,440+54.8% |
| Participant deferral / active EE | $8,324 | $4,883+70.5% | $5,923+40.5% | $3,607+130.7% |
| Admin fee / account holder | $1,904 | $4,668-59.2% | $7,743-75.4% | $5,124-62.9% |