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 | $112,631 | $70,475+59.8% | $100,516+12.1% | $79,858+41.0% |
| Participation rate | 92.6% | 73.7%+18.9pp | 79.4%+13.2pp | 69.6%+23.0pp |
| Annual return | 12.68% | 21.90%-9.2pp | 30.89%-18.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $5,559 | $2,165+156.8% | $3,418+62.7% | $2,471+125.0% |
| Participant deferral / active EE | $6,817 | $5,181+31.6% | $6,270+8.7% | $3,740+82.3% |
| Admin fee / account holder | $636 | $4,478-85.8% | $8,081-92.1% | $5,306-88.0% |