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 | $125,598 | $109,881+14.3% | $150,045-16.3% | $84,808+48.1% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 24.47% | 28.25%-3.8pp | 62.55%-38.1pp | 40.90%-16.4pp |
| Employer contribution / active EE | $4,076 | $3,561+14.5% | $4,693-13.2% | $2,631+54.9% |
| Participant deferral / active EE | $6,682 | $6,636+0.7% | $7,997-16.4% | $4,212+58.7% |
| Admin fee / account holder | $1,767 | $8,568-79.4% | $13,435-86.8% | $7,344-75.9% |