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 | $119,434 | $77,899+53.3% | $149,673-20.2% | $75,163+58.9% |
| Participation rate | 84.6% | 65.6%+19.0pp | 78.8%+5.8pp | 67.2%+17.4pp |
| Annual return | 33.48% | 31.72%+1.8pp | 134.42%-100.9pp | 160.62%-127.1pp |
| Employer contribution / active EE | $4,387 | $3,137+39.8% | $4,818-8.9% | $2,670+64.3% |
| Participant deferral / active EE | $3,928 | $3,411+15.1% | $5,680-30.8% | $4,125-4.8% |
| Admin fee / account holder | $2,426 | $5,956-59.3% | $13,210-81.6% | $5,651-57.1% |