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 | $121,028 | $72,277+67.5% | $101,248+19.5% | $79,858+51.6% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 17.95% | 22.30%-4.3pp | 46.47%-28.5pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,422 | $2,692-10.0% | $3,660-33.8% | $2,471-2.0% |
| Participant deferral / active EE | $5,242 | $3,282+59.8% | $4,370+20.0% | $3,740+40.2% |
| Admin fee / account holder | $335 | $4,400-92.4% | $5,945-94.4% | $5,306-93.7% |