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 | $139,747 | $80,968+72.6% | $96,544+44.8% | $75,163+85.9% |
| Participation rate | 86.7% | 71.8%+14.9pp | 76.0%+10.7pp | 67.2%+19.5pp |
| Annual return | 21.68% | 27.06%-5.4pp | 25.84%-4.2pp | 160.62%-138.9pp |
| Employer contribution / active EE | $3,458 | $2,282+51.6% | $2,965+16.6% | $2,670+29.5% |
| Participant deferral / active EE | $8,628 | $3,928+119.6% | $4,851+77.9% | $4,125+109.1% |
| Admin fee / account holder | $520 | $6,724-92.3% | $8,252-93.7% | $5,651-90.8% |