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 | $120,247 | $83,477+44.0% | $125,175-3.9% | $72,985+64.8% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.5%+26.8pp |
| Annual return | 29.42% | 25.78%+3.6pp | 43.79%-14.4pp | 81.00%-51.6pp |
| Employer contribution / active EE | $2,321 | $2,345-1.0% | $3,865-39.9% | $2,440-4.9% |
| Participant deferral / active EE | $3,759 | $3,585+4.9% | $4,937-23.8% | $3,607+4.2% |
| Admin fee / account holder | $1,800 | $5,517-67.4% | $9,702-81.4% | $5,124-64.9% |