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 | $126,850 | $67,411+88.2% | $91,001+39.4% | $70,131+80.9% |
| Participation rate | 94.3% | 71.4%+22.9pp | 75.6%+18.7pp | 69.5%+24.7pp |
| Annual return | 16.78% | -40.16%+56.9pp | 4.60%+12.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,604 | $1,786+45.8% | $2,456+6.0% | $2,342+11.1% |
| Participant deferral / active EE | $6,688 | $2,823+136.9% | $3,547+88.5% | $3,332+100.7% |
| Admin fee / account holder | $1,327 | $4,236-68.7% | $5,417-75.5% | $4,645-71.4% |