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 | $121,068 | $81,460+48.6% | $103,333+17.2% | $80,856+49.7% |
| Participation rate | 96.2% | 66.8%+29.3pp | 74.5%+21.6pp | 67.6%+28.5pp |
| Annual return | 16.91% | 25.55%-8.6pp | 24.88%-8.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,605 | $3,105+16.1% | $3,868-6.8% | $2,755+30.9% |
| Participant deferral / active EE | $4,443 | $3,869+14.8% | $5,057-12.2% | $4,296+3.4% |
| Admin fee / account holder | $5,002 | $6,566-23.8% | $8,355-40.1% | $6,918-27.7% |