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 | $100,100 | $78,422+27.6% | $95,952+4.3% | $79,858+25.3% |
| Participation rate | 87.3% | 73.5%+13.8pp | 77.1%+10.2pp | 69.6%+17.6pp |
| Annual return | 20.25% | 19.37%+0.9pp | 91.61%-71.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,206 | $1,945+13.4% | $2,541-13.2% | $2,471-10.7% |
| Participant deferral / active EE | $6,635 | $3,440+92.9% | $4,167+59.2% | $3,740+77.4% |
| Admin fee / account holder | $8,552 | $5,622+52.1% | $6,795+25.8% | $5,306+61.2% |