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 | $93,624 | $72,492+29.2% | $87,100+7.5% | $72,985+28.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 72.30% | 24.46%+47.8pp | 28.19%+44.1pp | 81.00%-8.7pp |
| Employer contribution / active EE | $1,958 | $1,894+3.4% | $2,521-22.3% | $2,440-19.7% |
| Participant deferral / active EE | $4,374 | $3,270+33.8% | $4,049+8.0% | $3,607+21.3% |
| Admin fee / account holder | $1,693 | $5,055-66.5% | $7,497-77.4% | $5,124-67.0% |