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 | $136,838 | $64,517+112.1% | $81,438+68.0% | $80,874+69.2% |
| Participation rate | 85.2% | 63.9%+21.3pp | 69.5%+15.7pp | 67.6%+17.5pp |
| Annual return | 14.69% | 16.35%-1.7pp | 24.74%-10.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $5,179 | $1,982+161.3% | $2,460+110.5% | $2,756+87.9% |
| Participant deferral / active EE | $9,499 | $3,096+206.8% | $3,883+144.6% | $4,297+121.1% |
| Admin fee / account holder | $5,151 | $5,677-9.3% | $5,764-10.6% | $6,935-25.7% |