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 | $127,205 | $83,477+52.4% | $125,175+1.6% | $72,985+74.3% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.4pp | 69.5%+27.7pp |
| Annual return | 27.08% | 25.78%+1.3pp | 43.79%-16.7pp | 81.00%-53.9pp |
| Employer contribution / active EE | $2,939 | $2,345+25.3% | $3,865-24.0% | $2,440+20.5% |
| Participant deferral / active EE | $9,491 | $3,585+164.7% | $4,937+92.3% | $3,607+163.1% |
| Admin fee / account holder | $3,795 | $5,517-31.2% | $9,702-60.9% | $5,124-25.9% |