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 | $98,982 | $78,422+26.2% | $95,952+3.2% | $79,858+23.9% |
| Participation rate | 78.8% | 73.5%+5.3pp | 77.1%+1.7pp | 69.6%+9.2pp |
| Annual return | 18.92% | 19.37%-0.5pp | 91.61%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,201 | $1,945+13.1% | $2,541-13.4% | $2,471-10.9% |
| Participant deferral / active EE | $4,701 | $3,440+36.7% | $4,167+12.8% | $3,740+25.7% |
| Admin fee / account holder | $21,690 | $5,622+285.8% | $6,795+219.2% | $5,306+308.8% |