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 | $105,175 | $78,520+33.9% | $96,576+8.9% | $82,448+27.6% |
| Participation rate | 80.5% | 77.7%+2.8pp | 81.4%-1.0pp | 68.1%+12.4pp |
| Annual return | 17.03% | 41.30%-24.3pp | 38.47%-21.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,971 | $2,630-25.0% | $3,553-44.5% | $2,551-22.7% |
| Participant deferral / active EE | $9,600 | $6,754+42.1% | $7,956+20.7% | $4,139+131.9% |
| Admin fee / account holder | $9,434 | $13,455-29.9% | $11,381-17.1% | $7,234+30.4% |