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 | $245,524 | $153,772+59.7% | $133,980+83.3% | $273,961-10.4% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.1%-0.1pp | 83.0%+3.9pp |
| Annual return | 7.10% | 36.51%-29.4pp | 29.30%-22.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $9,391 | $6,029+55.8% | $5,211+80.2% | $4,869+92.9% |
| Participant deferral / active EE | $9,392 | $6,958+35.0% | $6,282+49.5% | $5,287+77.6% |
| Admin fee / account holder | $3,119 | $11,765-73.5% | $9,324-66.5% | $10,132-69.2% |