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 | $109,537 | $81,947+33.7% | $105,387+3.9% | $72,985+50.1% |
| Participation rate | 94.7% | 76.5%+18.2pp | 82.6%+12.2pp | 69.5%+25.3pp |
| Annual return | 19.31% | 42.90%-23.6pp | 26.82%-7.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $4,605 | $3,468+32.8% | $4,213+9.3% | $2,440+88.8% |
| Participant deferral / active EE | $4,340 | $4,494-3.4% | $5,502-21.1% | $3,607+20.3% |
| Admin fee / account holder | $3,064 | $6,258-51.0% | $6,559-53.3% | $5,124-40.2% |