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 | $100,173 | $72,492+38.2% | $87,100+15.0% | $72,985+37.3% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.9%+6.1pp | 69.5%+13.4pp |
| Annual return | 50.13% | 24.46%+25.7pp | 28.19%+21.9pp | 81.00%-30.9pp |
| Employer contribution / active EE | $2,006 | $1,894+5.9% | $2,521-20.4% | $2,440-17.8% |
| Participant deferral / active EE | $3,064 | $3,270-6.3% | $4,049-24.3% | $3,607-15.1% |
| Admin fee / account holder | $2,952 | $5,055-41.6% | $7,497-60.6% | $5,124-42.4% |