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 | $120,358 | $72,492+66.0% | $87,100+38.2% | $72,985+64.9% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 24.33% | 24.46%-0.1pp | 28.19%-3.9pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,225 | $1,894+17.5% | $2,521-11.8% | $2,440-8.8% |
| Participant deferral / active EE | $5,511 | $3,270+68.6% | $4,049+36.1% | $3,607+52.8% |
| Admin fee / account holder | $8,795 | $5,055+74.0% | $7,497+17.3% | $5,124+71.6% |