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 | $112,136 | $64,348+74.3% | $90,160+24.4% | $70,131+59.9% |
| Participation rate | 97.4% | 70.4%+27.0pp | 76.9%+20.6pp | 69.5%+27.9pp |
| Annual return | 16.10% | 28.13%-12.0pp | 34.88%-18.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $4,640 | $2,046+126.8% | $3,318+39.8% | $2,342+98.1% |
| Participant deferral / active EE | $8,173 | $4,389+86.2% | $5,288+54.6% | $3,332+145.3% |
| Admin fee / account holder | $5,148 | $3,944+30.5% | $5,943-13.4% | $4,645+10.8% |