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 | $108,389 | $79,944+35.6% | $98,439+10.1% | $75,163+44.2% |
| Participation rate | 89.7% | 70.4%+19.3pp | 75.2%+14.5pp | 67.2%+22.5pp |
| Annual return | 20.66% | 19.75%+0.9pp | 21.16%-0.5pp | 160.62%-140.0pp |
| Employer contribution / active EE | $4,543 | $2,264+100.7% | $3,048+49.1% | $2,670+70.2% |
| Participant deferral / active EE | $15,656 | $3,752+317.3% | $4,738+230.4% | $4,125+279.5% |
| Admin fee / account holder | $2,868 | $6,840-58.1% | $8,948-67.9% | $5,651-49.2% |