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 | $109,924 | $60,349+82.1% | $74,183+48.2% | $62,891+74.8% |
| Participation rate | 95.6% | 72.7%+22.8pp | 76.6%+18.9pp | 69.3%+26.2pp |
| Annual return | 10.37% | 21.37%-11.0pp | 17.74%-7.4pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,968 | $1,680+17.1% | $2,370-17.0% | $2,281-13.7% |
| Participant deferral / active EE | $5,007 | $2,856+75.3% | $3,550+41.1% | $3,203+56.3% |
| Admin fee / account holder | $3,742 | $4,261-12.2% | $5,586-33.0% | $4,296-12.9% |