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 | $123,503 | $58,523+111.0% | $99,443+24.2% | $72,985+69.2% |
| Participation rate | 90.6% | 64.6%+26.0pp | 73.8%+16.8pp | 69.5%+21.1pp |
| Annual return | 21.94% | 28.51%-6.6pp | 30.72%-8.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $2,682 | $1,512+77.4% | $2,540+5.6% | $2,440+9.9% |
| Participant deferral / active EE | $5,746 | $2,606+120.5% | $3,619+58.8% | $3,607+59.3% |
| Admin fee / account holder | $1,516 | $4,102-63.0% | $6,250-75.7% | $5,124-70.4% |