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 | $119,735 | $94,625+26.5% | $116,228+3.0% | $84,808+41.2% |
| Participation rate | 96.2% | 70.4%+25.7pp | 74.6%+21.6pp | 68.3%+27.8pp |
| Annual return | 19.42% | 20.40%-1.0pp | 90.06%-70.6pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,852 | $2,347+64.1% | $2,994+28.6% | $2,631+46.4% |
| Participant deferral / active EE | $7,260 | $3,972+82.8% | $4,953+46.6% | $4,212+72.4% |
| Admin fee / account holder | $6,550 | $10,091-35.1% | $11,989-45.4% | $7,344-10.8% |