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 | $125,753 | $67,411+86.5% | $91,001+38.2% | $70,131+79.3% |
| Participation rate | 90.9% | 71.4%+19.5pp | 75.6%+15.3pp | 69.5%+21.4pp |
| Annual return | 17.23% | -40.16%+57.4pp | 4.60%+12.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,260 | $1,786+26.5% | $2,456-8.0% | $2,342-3.5% |
| Participant deferral / active EE | $3,813 | $2,823+35.1% | $3,547+7.5% | $3,332+14.5% |
| Admin fee / account holder | $5,730 | $4,236+35.3% | $5,417+5.8% | $4,645+23.3% |