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 | $92,122 | $54,762+68.2% | $90,281+2.0% | $72,985+26.2% |
| Participation rate | 82.4% | 65.1%+17.2pp | 73.3%+9.1pp | 69.5%+12.9pp |
| Annual return | 20.61% | 30.63%-10.0pp | 78.10%-57.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $5,752 | $2,092+174.9% | $2,854+101.5% | $2,440+135.7% |
| Participant deferral / active EE | $5,407 | $2,887+87.3% | $3,885+39.2% | $3,607+49.9% |
| Admin fee / account holder | $1,082 | $3,972-72.8% | $5,351-79.8% | $5,124-78.9% |