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 | $105,280 | $83,477+26.1% | $125,175-15.9% | $72,985+44.2% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.5%+26.8pp |
| Annual return | 23.52% | 25.78%-2.3pp | 43.79%-20.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,636 | $2,345+55.0% | $3,865-5.9% | $2,440+49.0% |
| Participant deferral / active EE | $5,585 | $3,585+55.8% | $4,937+13.1% | $3,607+54.8% |
| Admin fee / account holder | $5,993 | $5,517+8.6% | $9,702-38.2% | $5,124+17.0% |