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 | $127,588 | $80,968+57.6% | $96,544+32.2% | $75,163+69.7% |
| Participation rate | 97.1% | 71.8%+25.3pp | 76.0%+21.1pp | 67.2%+29.9pp |
| Annual return | 12.87% | 27.06%-14.2pp | 25.84%-13.0pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,617 | $2,282+14.7% | $2,965-11.7% | $2,670-2.0% |
| Participant deferral / active EE | $6,203 | $3,928+57.9% | $4,851+27.9% | $4,125+50.4% |
| Admin fee / account holder | $9,687 | $6,724+44.1% | $8,252+17.4% | $5,651+71.4% |