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 | $138,076 | $57,828+138.8% | $117,039+18.0% | $70,131+96.9% |
| Participation rate | 88.5% | 67.1%+21.3pp | 77.2%+11.3pp | 69.5%+18.9pp |
| Annual return | 13.21% | 17.55%-4.3pp | 18.95%-5.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $3,462 | $1,816+90.6% | $3,785-8.5% | $2,342+47.8% |
| Participant deferral / active EE | $7,278 | $2,438+198.6% | $3,929+85.2% | $3,332+118.5% |
| Admin fee / account holder | $2,470 | $3,548-30.4% | $5,974-58.6% | $4,645-46.8% |