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 | $100,905 | $83,477+20.9% | $125,175-19.4% | $72,985+38.3% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.5%+22.5pp |
| Annual return | 24.54% | 25.78%-1.2pp | 43.79%-19.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $5,045 | $2,345+115.1% | $3,865+30.5% | $2,440+106.8% |
| Participant deferral / active EE | $2,865 | $3,585-20.1% | $4,937-42.0% | $3,607-20.6% |
| Admin fee / account holder | $3,061 | $5,517-44.5% | $9,702-68.5% | $5,124-40.3% |