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 | $78,942 | $45,035+75.3% | $62,995+25.3% | $70,131+12.6% |
| Participation rate | 92.9% | 69.5%+23.3pp | 74.8%+18.0pp | 69.5%+23.3pp |
| Annual return | 18.36% | 18.76%-0.4pp | 87.57%-69.2pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,847 | $2,051-10.0% | $2,759-33.0% | $2,342-21.1% |
| Participant deferral / active EE | $3,701 | $2,465+50.2% | $3,329+11.1% | $3,332+11.1% |
| Admin fee / account holder | $5,533 | $2,834+95.2% | $3,600+53.7% | $4,645+19.1% |