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 | $168,630 | $81,460+107.0% | $103,333+63.2% | $80,856+108.6% |
| Participation rate | 84.0% | 66.8%+17.2pp | 74.5%+9.5pp | 67.6%+16.4pp |
| Annual return | 19.22% | 25.55%-6.3pp | 24.88%-5.7pp | 35.59%-16.4pp |
| Employer contribution / active EE | $2,747 | $3,105-11.5% | $3,868-29.0% | $2,755-0.3% |
| Participant deferral / active EE | $6,571 | $3,869+69.8% | $5,057+29.9% | $4,296+53.0% |
| Admin fee / account holder | $1,234 | $6,566-81.2% | $8,355-85.2% | $6,918-82.2% |