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 | $117,273 | $65,365+79.4% | $92,893+26.2% | $72,985+60.7% |
| Participation rate | 89.2% | 68.3%+20.9pp | 76.0%+13.2pp | 69.5%+19.7pp |
| Annual return | 17.82% | 42.10%-24.3pp | 109.41%-91.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $2,386 | $2,594-8.0% | $3,653-34.7% | $2,440-2.2% |
| Participant deferral / active EE | $3,534 | $3,128+13.0% | $4,236-16.6% | $3,607-2.0% |
| Admin fee / account holder | $5,060 | $4,251+19.0% | $5,794-12.7% | $5,124-1.3% |