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 | $129,928 | $67,606+92.2% | $82,313+57.8% | $70,131+85.3% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.9%+16.4pp | 69.5%+23.8pp |
| Annual return | 14.70% | 21.57%-6.9pp | 25.88%-11.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $5,930 | $1,755+238.0% | $2,428+144.2% | $2,342+153.2% |
| Participant deferral / active EE | $5,247 | $2,987+75.7% | $3,706+41.6% | $3,332+57.5% |
| Admin fee / account holder | $1,930 | $4,512-57.2% | $5,608-65.6% | $4,645-58.4% |