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 | $124,718 | $72,492+72.0% | $87,100+43.2% | $72,985+70.9% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 16.39% | 24.46%-8.1pp | 28.19%-11.8pp | 81.00%-64.6pp |
| Employer contribution / active EE | $2,235 | $1,894+18.0% | $2,521-11.4% | $2,440-8.4% |
| Participant deferral / active EE | $6,223 | $3,270+90.3% | $4,049+53.7% | $3,607+72.5% |
| Admin fee / account holder | $5,648 | $5,055+11.7% | $7,497-24.7% | $5,124+10.2% |