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 | $95,090 | $72,492+31.2% | $87,100+9.2% | $72,985+30.3% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 23.86% | 24.46%-0.6pp | 28.19%-4.3pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,354 | $1,894+77.1% | $2,521+33.0% | $2,440+37.5% |
| Participant deferral / active EE | $5,314 | $3,270+62.5% | $4,049+31.3% | $3,607+47.3% |
| Admin fee / account holder | $9,625 | $5,055+90.4% | $7,497+28.4% | $5,124+87.8% |