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 | $108,217 | $78,422+38.0% | $95,952+12.8% | $79,858+35.5% |
| Participation rate | 97.4% | 73.5%+23.9pp | 77.1%+20.3pp | 69.6%+27.7pp |
| Annual return | 17.52% | 19.37%-1.9pp | 91.61%-74.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,272 | $1,945+16.8% | $2,541-10.6% | $2,471-8.0% |
| Participant deferral / active EE | $4,719 | $3,440+37.2% | $4,167+13.2% | $3,740+26.2% |
| Admin fee / account holder | $6,169 | $5,622+9.7% | $6,795-9.2% | $5,306+16.3% |