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 | $94,752 | $63,355+49.6% | $91,989+3.0% | $72,985+29.8% |
| Participation rate | 83.9% | 72.5%+11.4pp | 78.6%+5.2pp | 69.5%+14.4pp |
| Annual return | 22.40% | 35.35%-12.9pp | 69.02%-46.6pp | 81.00%-58.6pp |
| Employer contribution / active EE | $5,469 | $2,116+158.5% | $3,452+58.4% | $2,440+124.1% |
| Participant deferral / active EE | $6,834 | $4,883+40.0% | $5,923+15.4% | $3,607+89.4% |
| Admin fee / account holder | $2,123 | $4,668-54.5% | $7,743-72.6% | $5,124-58.6% |