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 | $93,323 | $64,348+45.0% | $90,160+3.5% | $70,131+33.1% |
| Participation rate | 93.5% | 70.4%+23.1pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 19.82% | 28.13%-8.3pp | 34.88%-15.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $2,469 | $2,046+20.7% | $3,318-25.6% | $2,342+5.4% |
| Participant deferral / active EE | $10,119 | $4,389+130.6% | $5,288+91.4% | $3,332+203.7% |
| Admin fee / account holder | $5,233 | $3,944+32.7% | $5,943-12.0% | $4,645+12.6% |