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 | $108,281 | $80,673+34.2% | $101,326+6.9% | $84,808+27.7% |
| Participation rate | 96.0% | 77.8%+18.2pp | 81.5%+14.5pp | 68.3%+27.7pp |
| Annual return | 19.32% | 38.95%-19.6pp | 36.82%-17.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $5,032 | $2,698+86.5% | $3,665+37.3% | $2,631+91.2% |
| Participant deferral / active EE | $7,488 | $6,840+9.5% | $7,994-6.3% | $4,212+77.8% |
| Admin fee / account holder | $1,752 | $12,784-86.3% | $11,185-84.3% | $7,344-76.1% |