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 | $105,512 | $163,101-35.3% | $136,749-22.8% | $142,382-25.9% |
| Participation rate | 91.7% | 78.2%+13.4pp | 72.1%+19.5pp | 80.1%+11.5pp |
| Annual return | 13.02% | 27.54%-14.5pp | 24.33%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $9,994 | $4,117+142.8% | $3,400+194.0% | $4,299+132.5% |
| Participant deferral / active EE | $7,580 | $5,585+35.7% | $4,692+61.5% | $6,507+16.5% |
| Admin fee / account holder | $1,687 | $14,318-88.2% | $11,386-85.2% | $12,624-86.6% |