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 | $132,953 | $63,355+109.9% | $91,989+44.5% | $72,985+82.2% |
| Participation rate | 84.8% | 72.5%+12.3pp | 78.6%+6.2pp | 69.5%+15.4pp |
| Annual return | 20.70% | 35.35%-14.6pp | 69.02%-48.3pp | 81.00%-60.3pp |
| Employer contribution / active EE | $3,540 | $2,116+67.4% | $3,452+2.6% | $2,440+45.1% |
| Participant deferral / active EE | $8,654 | $4,883+77.2% | $5,923+46.1% | $3,607+139.9% |
| Admin fee / account holder | $373 | $4,668-92.0% | $7,743-95.2% | $5,124-92.7% |