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 | $109,040 | $77,503+40.7% | $100,391+8.6% | $80,856+34.9% |
| Participation rate | 85.7% | 76.9%+8.8pp | 81.5%+4.2pp | 67.6%+18.1pp |
| Annual return | 15.55% | 37.20%-21.6pp | 49.20%-33.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,852 | $2,801-33.9% | $3,942-53.0% | $2,755-32.8% |
| Participant deferral / active EE | $4,989 | $6,820-26.8% | $8,082-38.3% | $4,296+16.1% |
| Admin fee / account holder | $4,365 | $5,897-26.0% | $7,899-44.7% | $6,918-36.9% |