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 | $124,162 | $80,968+53.3% | $96,544+28.6% | $75,163+65.2% |
| Participation rate | 80.4% | 71.8%+8.6pp | 76.0%+4.4pp | 67.2%+13.2pp |
| Annual return | 41.48% | 27.06%+14.4pp | 25.84%+15.6pp | 160.62%-119.1pp |
| Employer contribution / active EE | $2,582 | $2,282+13.2% | $2,965-12.9% | $2,670-3.3% |
| Participant deferral / active EE | $9,911 | $3,928+152.3% | $4,851+104.3% | $4,125+140.3% |
| Admin fee / account holder | $3,527 | $6,724-47.6% | $8,252-57.3% | $5,651-37.6% |