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 | $120,285 | $83,477+44.1% | $125,175-3.9% | $72,985+64.8% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.4pp | 69.5%+26.7pp |
| Annual return | 24.15% | 25.78%-1.6pp | 43.79%-19.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,889 | $2,345+23.2% | $3,865-25.3% | $2,440+18.4% |
| Participant deferral / active EE | $5,738 | $3,585+60.0% | $4,937+16.2% | $3,607+59.1% |
| Admin fee / account holder | $6,031 | $5,517+9.3% | $9,702-37.8% | $5,124+17.7% |