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 | $123,559 | $58,512+111.2% | $84,015+47.1% | $72,985+69.3% |
| Participation rate | 97.1% | 61.2%+35.9pp | 69.0%+28.1pp | 69.5%+27.7pp |
| Annual return | 22.62% | 28.93%-6.3pp | 71.31%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | $3,155 | $1,163+171.3% | $1,983+59.1% | $2,440+29.3% |
| Participant deferral / active EE | $4,016 | $2,394+67.8% | $3,239+24.0% | $3,607+11.3% |
| Admin fee / account holder | $534 | $4,569-88.3% | $6,101-91.3% | $5,124-89.6% |