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 | $97,563 | $65,365+49.3% | $92,893+5.0% | $72,985+33.7% |
| Participation rate | 73.1% | 68.3%+4.8pp | 76.0%-2.9pp | 69.5%+3.6pp |
| Annual return | 16.89% | 42.10%-25.2pp | 109.41%-92.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $3,930 | $2,594+51.5% | $3,653+7.6% | $2,440+61.1% |
| Participant deferral / active EE | $9,084 | $3,128+190.4% | $4,236+114.4% | $3,607+151.8% |
| Admin fee / account holder | $1,026 | $4,251-75.9% | $5,794-82.3% | $5,124-80.0% |