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 | $137,801 | $89,355+54.2% | $141,162-2.4% | $72,985+88.8% |
| Participation rate | 86.3% | 75.1%+11.2pp | 82.5%+3.8pp | 69.5%+16.8pp |
| Annual return | 24.50% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,749 | $3,114-11.7% | $4,735-41.9% | $2,440+12.7% |
| Participant deferral / active EE | $6,046 | $5,418+11.6% | $6,709-9.9% | $3,607+67.6% |
| Admin fee / account holder | $6,713 | $5,958+12.7% | $10,261-34.6% | $5,124+31.0% |