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 | $99,231 | $78,422+26.5% | $95,952+3.4% | $79,858+24.3% |
| Participation rate | 87.8% | 73.5%+14.3pp | 77.1%+10.7pp | 69.6%+18.1pp |
| Annual return | 17.94% | 19.37%-1.4pp | 91.61%-73.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,156 | $1,945+10.8% | $2,541-15.1% | $2,471-12.7% |
| Participant deferral / active EE | $5,644 | $3,440+64.1% | $4,167+35.4% | $3,740+50.9% |
| Admin fee / account holder | $3,604 | $5,622-35.9% | $6,795-47.0% | $5,306-32.1% |